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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 | $9,159 | $57,330-84.0% | $86,656-89.4% | $75,177-87.8% |
| Participation rate | 93.8% | 63.2%+30.6pp | 71.7%+22.0pp | 67.2%+26.5pp |
| Annual return | 10.20% | 2675.40%-2665.2pp | 593.09%-582.9pp | 160.75%-150.6pp |
| Employer contribution / active EE | $908 | $2,316-60.8% | $3,025-70.0% | $2,671-66.0% |
| Participant deferral / active EE | $850 | $3,320-74.4% | $4,439-80.9% | $4,126-79.4% |
| Admin fee / account holder | $1,865 | $4,115-54.7% | $5,619-66.8% | $5,651-67.0% |