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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 | $9,460 | $61,605-84.6% | $112,273-91.6% | $75,181-87.4% |
| Participation rate | 80.6% | 61.7%+18.9pp | 72.4%+8.2pp | 67.2%+13.4pp |
| Annual return | 12.05% | 28.47%-16.4pp | 30.23%-18.2pp | 160.69%-148.6pp |
| Employer contribution / active EE | $746 | $2,015-63.0% | $3,431-78.3% | $2,671-72.1% |
| Participant deferral / active EE | $1,495 | $3,108-51.9% | $4,800-68.9% | $4,126-63.8% |
| Admin fee / account holder | $1,553 | $4,862-68.1% | $7,752-80.0% | $5,650-72.5% |