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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 | $10,123 | $95,415-89.4% | $185,851-94.6% | $85,851-88.2% |
| Participation rate | 78.4% | 68.8%+9.6pp | 81.7%-3.3pp | 69.3%+9.1pp |
| Annual return | 10.06% | 23.59%-13.5pp | 122.11%-112.0pp | 318.63%-308.6pp |
| Employer contribution / active EE | $425 | $3,314-87.2% | $5,168-91.8% | $2,565-83.4% |
| Participant deferral / active EE | $1,717 | $3,424-49.8% | $5,569-69.2% | $3,952-56.6% |
| Admin fee / account holder | $400 | $7,215-94.5% | $16,245-97.5% | $6,261-93.6% |