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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 | $9,969 | $84,233-88.2% | $170,436-94.2% | $70,131-85.8% |
| Participation rate | 88.6% | 70.8%+17.7pp | 83.6%+5.0pp | 69.5%+19.0pp |
| Annual return | 11.28% | 23.06%-11.8pp | 205.94%-194.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $849 | $3,387-74.9% | $5,433-84.4% | $2,342-63.8% |
| Participant deferral / active EE | $2,000 | $3,086-35.2% | $4,939-59.5% | $3,332-40.0% |
| Admin fee / account holder | $413 | $5,698-92.8% | $13,880-97.0% | $4,645-91.1% |