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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 | $13,781 | $53,128-74.1% | $86,582-84.1% | $70,126-80.3% |
| Participation rate | 97.1% | 65.3%+31.8pp | 73.5%+23.5pp | 69.5%+27.5pp |
| Annual return | 11.95% | 27.66%-15.7pp | 965.08%-953.1pp | 73.15%-61.2pp |
| Employer contribution / active EE | $769 | $2,068-62.8% | $2,839-72.9% | $2,343-67.2% |
| Participant deferral / active EE | $1,955 | $2,695-27.4% | $3,609-45.8% | $3,332-41.3% |
| Admin fee / account holder | $1,157 | $3,584-67.7% | $4,904-76.4% | $4,645-75.1% |