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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 | $10,435 | $124,980-91.7% | $108,359-90.4% | $154,746-93.3% |
| Participation rate | 88.9% | 75.2%+13.7pp | 70.1%+18.8pp | 80.7%+8.2pp |
| Annual return | 5.01% | 45.00%-40.0pp | 36.89%-31.9pp | 172.34%-167.3pp |
| Employer contribution / active EE | $687 | $2,851-75.9% | $2,399-71.4% | $4,379-84.3% |
| Participant deferral / active EE | $1,683 | $4,743-64.5% | $4,137-59.3% | $6,730-75.0% |
| Admin fee / account holder | $1,513 | $11,502-86.8% | $9,741-84.5% | $14,365-89.5% |