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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 | $8,484 | $61,391-86.2% | $149,723-94.3% | $71,529-88.1% |
| Participation rate | 85.3% | 62.5%+22.8pp | 78.8%+6.5pp | 67.9%+17.3pp |
| Annual return | 12.52% | 35.88%-23.4pp | 134.50%-122.0pp | 28.97%-16.4pp |
| Employer contribution / active EE | $592 | $2,384-75.2% | $4,821-87.7% | $2,590-77.1% |
| Participant deferral / active EE | $1,635 | $2,921-44.0% | $5,682-71.2% | $4,291-61.9% |
| Admin fee / account holder | $793 | $1,264-37.2% | $13,215-94.0% | $1,588-50.1% |