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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 | $7,285 | $47,479-84.7% | $62,929-88.4% | $82,448-91.2% |
| Participation rate | 80.2% | 66.9%+13.3pp | 73.1%+7.1pp | 68.1%+12.1pp |
| Annual return | 9.34% | 20.34%-11.0pp | 1063.93%-1054.6pp | 41.64%-32.3pp |
| Employer contribution / active EE | $327 | $1,885-82.7% | $2,505-87.0% | $2,551-87.2% |
| Participant deferral / active EE | $1,211 | $2,870-57.8% | $3,888-68.8% | $4,139-70.7% |
| Admin fee / account holder | $5,610 | $3,804+47.5% | $5,065+10.8% | $7,234-22.5% |