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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 | $6,822 | $87,733-92.2% | $106,555-93.6% | $85,847-92.1% |
| Participation rate | 83.6% | 71.9%+11.7pp | 76.1%+7.5pp | 69.3%+14.3pp |
| Annual return | 7.35% | 21.86%-14.5pp | 26.80%-19.5pp | 318.61%-311.3pp |
| Employer contribution / active EE | $773 | $2,073-62.7% | $2,819-72.6% | $2,565-69.9% |
| Participant deferral / active EE | $1,658 | $3,469-52.2% | $4,399-62.3% | $3,952-58.0% |
| Admin fee / account holder | $989 | $6,767-85.4% | $7,408-86.6% | $6,261-84.2% |