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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 | $9,362 | $71,197-86.9% | $93,669-90.0% | $80,925-88.4% |
| Participation rate | 83.3% | 60.4%+22.9pp | 68.7%+14.6pp | 67.7%+15.7pp |
| Annual return | 8.56% | 11.27%-2.7pp | 133.59%-125.0pp | 35.65%-27.1pp |
| Employer contribution / active EE | $977 | $1,565-37.6% | $2,424-59.7% | $2,756-64.6% |
| Participant deferral / active EE | $2,436 | $4,036-39.6% | $4,416-44.8% | $4,299-43.3% |
| Admin fee / account holder | $4,692 | $6,959-32.6% | $8,291-43.4% | $6,940-32.4% |