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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 | $10,142 | $84,236-88.0% | $170,435-94.0% | $70,126-85.5% |
| Participation rate | 96.8% | 70.8%+26.0pp | 83.6%+13.2pp | 69.5%+27.3pp |
| Annual return | 11.77% | 23.06%-11.3pp | 205.94%-194.2pp | 73.15%-61.4pp |
| Employer contribution / active EE | $392 | $3,387-88.4% | $5,432-92.8% | $2,343-83.3% |
| Participant deferral / active EE | $952 | $3,086-69.1% | $4,939-80.7% | $3,332-71.4% |
| Admin fee / account holder | $753 | $5,698-86.8% | $13,881-94.6% | $4,645-83.8% |