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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 | $11,607 | $53,128-78.2% | $86,582-86.6% | $70,126-83.4% |
| Participation rate | 96.2% | 65.3%+30.8pp | 73.5%+22.6pp | 69.5%+26.6pp |
| Annual return | 11.47% | 27.66%-16.2pp | 965.08%-953.6pp | 73.15%-61.7pp |
| Employer contribution / active EE | $917 | $2,068-55.7% | $2,839-67.7% | $2,343-60.9% |
| Participant deferral / active EE | $1,635 | $2,695-39.3% | $3,609-54.7% | $3,332-50.9% |
| Admin fee / account holder | $343 | $3,584-90.4% | $4,904-93.0% | $4,645-92.6% |