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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 | $7,443 | $85,169-91.3% | $172,755-95.7% | $72,983-89.8% |
| Participation rate | 89.9% | 70.1%+19.8pp | 82.6%+7.2pp | 69.5%+20.4pp |
| Annual return | 6.91% | 27.32%-20.4pp | 802.94%-796.0pp | 81.01%-74.1pp |
| Employer contribution / active EE | $559 | $3,324-83.2% | $5,144-89.1% | $2,440-77.1% |
| Participant deferral / active EE | $1,616 | $3,260-50.4% | $5,198-68.9% | $3,608-55.2% |
| Admin fee / account holder | $885 | $5,880-85.0% | $13,955-93.7% | $5,124-82.7% |