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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 | $57,061-86.7% | $85,063-91.1% | $80,911-90.6% |
| Participation rate | 95.5% | 56.3%+39.1pp | 67.5%+27.9pp | 67.6%+27.8pp |
| Annual return | 8.55% | 21.66%-13.1pp | 66.54%-58.0pp | 35.63%-27.1pp |
| Employer contribution / active EE | $4,369 | $1,799+142.9% | $2,727+60.2% | $2,756+58.5% |
| Participant deferral / active EE | $2,625 | $3,110-15.6% | $4,523-42.0% | $4,297-38.9% |
| Admin fee / account holder | $385 | $4,986-92.3% | $6,155-93.8% | $6,935-94.5% |