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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 | $7,806 | $77,920-90.0% | $149,723-94.8% | $75,177-89.6% |
| Participation rate | 97.7% | 65.6%+32.1pp | 78.8%+18.9pp | 67.2%+30.5pp |
| Annual return | 11.14% | 31.72%-20.6pp | 134.50%-123.4pp | 160.75%-149.6pp |
| Employer contribution / active EE | $558 | $3,138-82.2% | $4,821-88.4% | $2,671-79.1% |
| Participant deferral / active EE | $1,910 | $3,411-44.0% | $5,682-66.4% | $4,126-53.7% |
| Admin fee / account holder | $2,124 | $5,951-64.3% | $13,215-83.9% | $5,651-62.4% |