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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 | $11,395 | $50,554-77.5% | $67,681-83.2% | $87,485-87.0% |
| Participation rate | 77.7% | 67.7%+9.9pp | 73.7%+3.9pp | 68.9%+8.7pp |
| Annual return | 10.60% | 17.81%-7.2pp | 590.58%-580.0pp | 26.06%-15.5pp |
| Employer contribution / active EE | $1,161 | $1,988-41.6% | $2,678-56.6% | $2,596-55.3% |
| Participant deferral / active EE | $1,464 | $2,961-50.5% | $3,976-63.2% | $4,274-65.7% |
| Admin fee / account holder | $899 | $4,132-78.2% | $6,100-85.3% | $7,775-88.4% |