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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 | $7,582 | $57,119-86.7% | $85,187-91.1% | $80,935-90.6% |
| Participation rate | 95.5% | 56.4%+39.0pp | 67.5%+27.9pp | 67.7%+27.8pp |
| Annual return | 8.55% | 21.70%-13.2pp | 66.67%-58.1pp | 35.66%-27.1pp |
| Employer contribution / active EE | $4,369 | $1,802+142.5% | $2,732+59.9% | $2,757+58.5% |
| Participant deferral / active EE | $2,625 | $3,115-15.7% | $4,525-42.0% | $4,299-38.9% |
| Admin fee / account holder | $385 | $4,990-92.3% | $6,162-93.8% | $6,924-94.4% |