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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 | $7,862 | $57,140-86.2% | $85,240-90.8% | $80,959-90.3% |
| Participation rate | 89.7% | 56.4%+33.2pp | 67.5%+22.1pp | 67.7%+22.0pp |
| Annual return | 9.58% | 21.71%-12.1pp | 66.75%-57.2pp | 35.67%-26.1pp |
| Employer contribution / active EE | $654 | $1,802-63.7% | $2,735-76.1% | $2,757-76.3% |
| Participant deferral / active EE | $1,908 | $3,115-38.8% | $4,527-57.9% | $4,300-55.6% |
| Admin fee / account holder | $561 | $4,992-88.8% | $6,165-90.9% | $6,925-91.9% |