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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 | $9,880 | $56,110-82.4% | $94,993-89.6% | $70,126-85.9% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.9%+1.1pp | 69.5%+5.5pp |
| Annual return | 7.29% | 51.02%-43.7pp | 27.14%-19.9pp | 73.15%-65.9pp |
| Employer contribution / active EE | $384 | $1,442-73.4% | $2,603-85.2% | $2,343-83.6% |
| Participant deferral / active EE | $1,206 | $2,391-49.6% | $3,317-63.6% | $3,332-63.8% |
| Admin fee / account holder | $2,429 | $3,456-29.7% | $4,960-51.0% | $4,645-47.7% |