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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 | $9,155 | $81,457-88.8% | $103,378-91.1% | $80,911-88.7% |
| Participation rate | 92.1% | 66.8%+25.3pp | 74.5%+17.6pp | 67.6%+24.5pp |
| Annual return | 8.01% | 25.58%-17.6pp | 24.91%-16.9pp | 35.63%-27.6pp |
| Employer contribution / active EE | $1,085 | $3,107-65.1% | $3,870-72.0% | $2,756-60.6% |
| Participant deferral / active EE | $1,832 | $3,871-52.7% | $5,058-63.8% | $4,297-57.4% |
| Admin fee / account holder | $1,033 | $6,717-84.6% | $8,401-87.7% | $6,935-85.1% |