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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 | $11,431 | $93,617-87.8% | $135,982-91.6% | $75,177-84.8% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 9.98% | 30.89%-20.9pp | 68.32%-58.3pp | 160.75%-150.8pp |
| Employer contribution / active EE | $5,262 | $3,538+48.7% | $4,859+8.3% | $2,671+97.0% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $727 | $6,980-89.6% | $10,767-93.2% | $5,651-87.1% |