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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 | $10,638 | $46,877-77.3% | $122,354-91.3% | $70,126-84.8% |
| Participation rate | 90.0% | 58.2%+31.8pp | 71.6%+18.4pp | 69.5%+20.5pp |
| Annual return | 12.74% | 24.22%-11.5pp | 30.28%-17.5pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,031 | $1,288-20.0% | $4,051-74.6% | $2,343-56.0% |
| Participant deferral / active EE | $845 | $2,167-61.0% | $3,287-74.3% | $3,332-74.6% |
| Admin fee / account holder | $1,182 | $3,324-64.4% | $5,479-78.4% | $4,645-74.6% |