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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 | $9,319 | $81,358-88.5% | $155,556-94.0% | $80,959-88.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.27% | 33.39%-23.1pp | 64.84%-54.6pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,743 | $3,106-43.9% | $4,675-62.7% | $2,757-36.8% |
| Participant deferral / active EE | $3,384 | $3,455-2.1% | $5,631-39.9% | $4,300-21.3% |
| Admin fee / account holder | $1,187 | $7,994-85.2% | $15,885-92.5% | $6,925-82.9% |