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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 | $8,835 | $81,331-89.1% | $155,534-94.3% | $80,935-89.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.07% | 33.37%-23.3pp | 64.92%-54.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $945 | $3,105-69.6% | $4,675-79.8% | $2,757-65.7% |
| Participant deferral / active EE | $1,594 | $3,454-53.9% | $5,630-71.7% | $4,299-62.9% |
| Admin fee / account holder | $2,599 | $7,999-67.5% | $15,900-83.7% | $6,924-62.5% |