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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 | $9,076 | $85,169-89.3% | $172,755-94.7% | $72,983-87.6% |
| Participation rate | 79.4% | 70.1%+9.4pp | 82.6%-3.2pp | 69.5%+9.9pp |
| Annual return | 1.89% | 27.32%-25.4pp | 802.94%-801.0pp | 81.01%-79.1pp |
| Employer contribution / active EE | $925 | $3,324-72.2% | $5,144-82.0% | $2,440-62.1% |
| Participant deferral / active EE | $959 | $3,260-70.6% | $5,198-81.5% | $3,608-73.4% |
| Admin fee / account holder | $2,343 | $5,880-60.2% | $13,955-83.2% | $5,124-54.3% |