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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 | $8,825 | $84,236-89.5% | $170,439-94.8% | $70,124-87.4% |
| Participation rate | 95.3% | 70.8%+24.5pp | 83.6%+11.8pp | 69.5%+25.8pp |
| Annual return | 9.86% | 23.06%-13.2pp | 205.94%-196.1pp | 73.14%-63.3pp |
| Employer contribution / active EE | $1,047 | $3,387-69.1% | $5,433-80.7% | $2,342-55.3% |
| Participant deferral / active EE | $1,081 | $3,086-65.0% | $4,939-78.1% | $3,332-67.6% |
| Admin fee / account holder | $1,215 | $5,698-78.7% | $13,881-91.2% | $4,645-73.9% |