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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 | $10,184 | $86,050-88.2% | $189,758-94.6% | $94,015-89.2% |
| Participation rate | 89.7% | 68.9%+20.8pp | 79.8%+9.9pp | 70.8%+18.8pp |
| Annual return | 10.85% | 17.77%-6.9pp | 52.62%-41.8pp | 17.84%-7.0pp |
| Employer contribution / active EE | $470 | $2,819-83.3% | $4,767-90.1% | $2,790-83.1% |
| Participant deferral / active EE | $1,969 | $3,349-41.2% | $5,856-66.4% | $4,249-53.7% |
| Admin fee / account holder | $929 | $6,627-86.0% | $20,388-95.4% | $8,951-89.6% |