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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 | $81,262-88.5% | $155,602-94.0% | $80,911-88.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.27% | 33.34%-23.1pp | 64.81%-54.5pp | 35.63%-25.4pp |
| Employer contribution / active EE | $1,743 | $3,102-43.8% | $4,675-62.7% | $2,756-36.7% |
| Participant deferral / active EE | $3,384 | $3,451-2.0% | $5,629-39.9% | $4,297-21.3% |
| Admin fee / account holder | $1,187 | $7,992-85.1% | $15,923-92.5% | $6,935-82.9% |