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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 | $7,734 | $43,749-82.3% | $158,223-95.1% | $65,306-88.2% |
| Participation rate | 96.7% | 56.9%+39.8pp | 79.2%+17.5pp | 57.7%+39.0pp |
| Annual return | 9.57% | 19.41%-9.8pp | 52.09%-42.5pp | 21.94%-12.4pp |
| Employer contribution / active EE | $925 | $1,497-38.3% | $4,109-77.5% | $1,967-53.0% |
| Participant deferral / active EE | $1,110 | $2,019-45.0% | $5,467-79.7% | $2,959-62.5% |
| Admin fee / account holder | $1,961 | $1,930+1.6% | $16,047-87.8% | $3,480-43.6% |