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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 | $7,903 | $48,337-83.6% | $67,560-88.3% | $80,959-90.2% |
| Participation rate | 76.9% | 66.4%+10.5pp | 72.9%+4.0pp | 67.7%+9.3pp |
| Annual return | 7.66% | 18.26%-10.6pp | 3533.50%-3525.8pp | 35.67%-28.0pp |
| Employer contribution / active EE | $391 | $2,023-80.6% | $2,737-85.7% | $2,757-85.8% |
| Participant deferral / active EE | $844 | $2,928-71.2% | $4,004-78.9% | $4,300-80.4% |
| Admin fee / account holder | $543 | $3,695-85.3% | $3,994-86.4% | $6,925-92.2% |