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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 | $4,435 | $110,410-96.0% | $102,437-95.7% | $145,897-97.0% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.4pp |
| Annual return | 7.07% | 24.85%-17.8pp | 24.95%-17.9pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,587 | $4,217-62.4% | $3,871-59.0% | $4,663-66.0% |
| Participant deferral / active EE | $3,019 | $5,622-46.3% | $5,060-40.3% | $6,689-54.9% |
| Admin fee / account holder | $754 | $9,745-92.3% | $8,388-91.0% | $13,390-94.4% |