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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 | $7,282 | $61,125-88.1% | $94,057-92.3% | $87,485-91.7% |
| Participation rate | 94.4% | 64.1%+30.4pp | 73.3%+21.1pp | 68.9%+25.5pp |
| Annual return | 11.81% | 35.20%-23.4pp | 480.62%-468.8pp | 26.06%-14.2pp |
| Employer contribution / active EE | $1,836 | $2,136-14.1% | $2,933-37.4% | $2,596-29.3% |
| Participant deferral / active EE | $1,131 | $3,260-65.3% | $4,709-76.0% | $4,274-73.5% |
| Admin fee / account holder | $342 | $5,629-93.9% | $7,244-95.3% | $7,775-95.6% |