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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 | $45,343-82.9% | $150,298-94.9% | $67,986-88.6% |
| Participation rate | 96.7% | 51.9%+44.9pp | 77.8%+19.0pp | 57.2%+39.5pp |
| Annual return | 9.57% | 33.28%-23.7pp | 62.79%-53.2pp | 31.67%-22.1pp |
| Employer contribution / active EE | $925 | $1,462-36.8% | $4,154-77.7% | $2,019-54.2% |
| Participant deferral / active EE | $1,110 | $2,055-46.0% | $5,453-79.6% | $3,358-66.9% |
| Admin fee / account holder | $1,961 | $2,250-12.8% | $14,116-86.1% | $3,203-38.8% |