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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 | $9,332 | $107,421-91.3% | $182,262-94.9% | $94,015-90.1% |
| Participation rate | 91.7% | 77.8%+13.9pp | 84.2%+7.5pp | 70.8%+20.8pp |
| Annual return | 12.31% | 21.32%-9.0pp | 140.60%-128.3pp | 17.84%-5.5pp |
| Employer contribution / active EE | $1,202 | $3,448-65.1% | $5,046-76.2% | $2,790-56.9% |
| Participant deferral / active EE | $4,607 | $6,558-29.7% | $8,276-44.3% | $4,249+8.4% |
| Admin fee / account holder | $6,730 | $8,692-22.6% | $16,712-59.7% | $8,951-24.8% |