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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 | $8,915 | $78,672-88.7% | $109,163-91.8% | $85,856-89.6% |
| Participation rate | 92.3% | 68.3%+24.0pp | 75.9%+16.4pp | 69.3%+23.0pp |
| Annual return | 7.20% | 25.09%-17.9pp | 25.75%-18.6pp | 318.58%-311.4pp |
| Employer contribution / active EE | $1,751 | $2,734-36.0% | $3,723-53.0% | $2,565-31.8% |
| Participant deferral / active EE | $2,234 | $3,467-35.6% | $4,654-52.0% | $3,952-43.5% |
| Admin fee / account holder | $955 | $5,470-82.5% | $6,754-85.9% | $6,261-84.7% |