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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 | $7,677 | $215,361-96.4% | $171,082-95.5% | $273,972-97.2% |
| Participation rate | 91.3% | 82.0%+9.3pp | 76.7%+14.6pp | 83.0%+8.3pp |
| Annual return | -2.40% | 25.14%-27.5pp | 32.56%-35.0pp | 41.46%-43.9pp |
| Employer contribution / active EE | $711 | $4,967-85.7% | $4,002-82.2% | $4,869-85.4% |
| Participant deferral / active EE | $4,025 | $5,543-27.4% | $4,797-16.1% | $5,287-23.9% |
| Admin fee / account holder | $501 | $10,846-95.4% | $8,520-94.1% | $10,133-95.1% |