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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 | $9,324 | $95,406-90.2% | $185,849-95.0% | $85,847-89.1% |
| Participation rate | 98.4% | 68.8%+29.6pp | 81.7%+16.7pp | 69.3%+29.1pp |
| Annual return | 8.69% | 23.59%-14.9pp | 122.10%-113.4pp | 318.61%-309.9pp |
| Employer contribution / active EE | $562 | $3,314-83.0% | $5,169-89.1% | $2,565-78.1% |
| Participant deferral / active EE | $1,074 | $3,424-68.6% | $5,569-80.7% | $3,952-72.8% |
| Admin fee / account holder | $1,268 | $7,214-82.4% | $16,244-92.2% | $6,261-79.7% |