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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 | $106,749-91.3% | $145,433-93.6% | $82,448-88.7% |
| Participation rate | 91.7% | 75.6%+16.0pp | 82.1%+9.5pp | 68.1%+23.6pp |
| Annual return | 12.31% | 27.59%-15.3pp | 66.58%-54.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,202 | $3,444-65.1% | $4,554-73.6% | $2,551-52.9% |
| Participant deferral / active EE | $4,607 | $6,519-29.3% | $7,897-41.7% | $4,139+11.3% |
| Admin fee / account holder | $6,730 | $8,390-19.8% | $13,129-48.7% | $7,234-7.0% |