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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 | $3,904 | $99,053-96.1% | $88,179-95.6% | $138,895-97.2% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.1%+3.6pp | 79.9%-7.2pp |
| Annual return | 7.62% | 78.17%-70.6pp | 64.97%-57.4pp | 145.39%-137.8pp |
| Employer contribution / active EE | $554 | $2,882-80.8% | $2,549-78.3% | $4,194-86.8% |
| Participant deferral / active EE | $1,528 | $5,225-70.8% | $4,614-66.9% | $6,396-76.1% |
| Admin fee / account holder | $5,491 | $8,748-37.2% | $7,673-28.4% | $12,562-56.3% |