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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 | $7,288 | $114,013-93.6% | $103,693-93.0% | $155,188-95.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 80.8%+6.7pp |
| Annual return | 3.63% | 49.31%-45.7pp | 47.61%-44.0pp | 148.84%-145.2pp |
| Employer contribution / active EE | $877 | $3,131-72.0% | $2,920-70.0% | $4,248-79.4% |
| Participant deferral / active EE | $1,079 | $4,970-78.3% | $4,579-76.4% | $6,531-83.5% |
| Admin fee / account holder | $936 | $8,407-88.9% | $7,858-88.1% | $14,480-93.5% |