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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 | $97,125-96.0% | $86,233-95.5% | $137,256-97.2% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.0%+3.7pp | 80.0%-7.2pp |
| Annual return | 7.62% | 74.19%-66.6pp | 61.39%-53.8pp | 220.34%-212.7pp |
| Employer contribution / active EE | $554 | $2,841-80.5% | $2,504-77.9% | $4,156-86.7% |
| Participant deferral / active EE | $1,528 | $5,180-70.5% | $4,559-66.5% | $6,407-76.2% |
| Admin fee / account holder | $5,491 | $9,725-43.5% | $8,342-34.2% | $12,270-55.2% |