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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 | $11,713 | $91,167-87.2% | $178,498-93.4% | $79,858-85.3% |
| Participation rate | 90.6% | 69.2%+21.4pp | 81.9%+8.7pp | 69.6%+21.0pp |
| Annual return | 5.17% | 24.19%-19.0pp | 151.09%-145.9pp | 31.72%-26.5pp |
| Employer contribution / active EE | $1,240 | $3,255-61.9% | $5,011-75.3% | $2,471-49.8% |
| Participant deferral / active EE | $1,294 | $3,236-60.0% | $5,202-75.1% | $3,740-65.4% |
| Admin fee / account holder | $402 | $6,747-94.0% | $13,985-97.1% | $5,306-92.4% |