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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 | $8,337 | $86,938-90.4% | $102,423-91.9% | $80,925-89.7% |
| Participation rate | 93.4% | 72.4%+21.1pp | 76.5%+16.9pp | 67.7%+25.8pp |
| Annual return | 7.67% | 18.89%-11.2pp | 29.42%-21.8pp | 35.65%-28.0pp |
| Employer contribution / active EE | $1,405 | $2,369-40.7% | $3,023-53.5% | $2,756-49.0% |
| Participant deferral / active EE | $2,220 | $4,120-46.1% | $5,054-56.1% | $4,299-48.4% |
| Admin fee / account holder | $674 | $8,053-91.6% | $9,455-92.9% | $6,940-90.3% |