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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,519 | $81,276-92.0% | $155,574-95.8% | $80,925-91.9% |
| Participation rate | 80.8% | 66.2%+14.5pp | 78.2%+2.6pp | 67.7%+13.1pp |
| Annual return | 8.23% | 33.36%-25.1pp | 64.87%-56.6pp | 35.65%-27.4pp |
| Employer contribution / active EE | $456 | $3,103-85.3% | $4,676-90.3% | $2,756-83.5% |
| Participant deferral / active EE | $932 | $3,453-73.0% | $5,629-83.4% | $4,299-78.3% |
| Admin fee / account holder | $3,209 | $7,993-59.9% | $15,914-79.8% | $6,940-53.8% |