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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 | $11,299 | $50,554-77.6% | $67,681-83.3% | $87,485-87.1% |
| Participation rate | 85.4% | 67.7%+17.6pp | 73.7%+11.6pp | 68.9%+16.4pp |
| Annual return | 9.77% | 17.81%-8.0pp | 590.58%-580.8pp | 26.06%-16.3pp |
| Employer contribution / active EE | $650 | $1,988-67.3% | $2,678-75.7% | $2,596-75.0% |
| Participant deferral / active EE | $1,531 | $2,961-48.3% | $3,976-61.5% | $4,274-64.2% |
| Admin fee / account holder | $1,593 | $4,132-61.4% | $6,100-73.9% | $7,775-79.5% |