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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 | $7,217 | $95,415-92.4% | $185,851-96.1% | $85,851-91.6% |
| Participation rate | 92.5% | 68.8%+23.8pp | 81.7%+10.8pp | 69.3%+23.2pp |
| Annual return | 11.03% | 23.59%-12.6pp | 122.11%-111.1pp | 318.63%-307.6pp |
| Employer contribution / active EE | $772 | $3,314-76.7% | $5,168-85.1% | $2,565-69.9% |
| Participant deferral / active EE | $1,096 | $3,424-68.0% | $5,569-80.3% | $3,952-72.3% |
| Admin fee / account holder | $1,203 | $7,215-83.3% | $16,245-92.6% | $6,261-80.8% |