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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 | $7,490 | $81,358-90.8% | $155,556-95.2% | $80,959-90.7% |
| Participation rate | 96.3% | 66.3%+30.0pp | 78.2%+18.1pp | 67.7%+28.6pp |
| Annual return | 5.63% | 33.39%-27.8pp | 64.84%-59.2pp | 35.67%-30.0pp |
| Employer contribution / active EE | $1,596 | $3,106-48.6% | $4,675-65.9% | $2,757-42.1% |
| Participant deferral / active EE | $1,640 | $3,455-52.5% | $5,631-70.9% | $4,300-61.9% |
| Admin fee / account holder | $1,045 | $7,994-86.9% | $15,885-93.4% | $6,925-84.9% |