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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 | $7,157 | $70,684-89.9% | $169,397-95.8% | $75,177-90.5% |
| Participation rate | 71.8% | 64.8%+7.0pp | 77.2%-5.4pp | 67.2%+4.6pp |
| Annual return | 12.08% | 36.38%-24.3pp | 406.23%-394.1pp | 160.75%-148.7pp |
| Employer contribution / active EE | $1,378 | $2,211-37.7% | $4,013-65.7% | $2,671-48.4% |
| Participant deferral / active EE | $2,256 | $4,310-47.7% | $6,223-63.7% | $4,126-45.3% |
| Admin fee / account holder | $543 | $5,404-89.9% | $9,017-94.0% | $5,651-90.4% |