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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 | $11,614 | $84,236-86.2% | $170,435-93.2% | $70,126-83.4% |
| Participation rate | 92.9% | 70.8%+22.0pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 11.49% | 23.06%-11.6pp | 205.94%-194.4pp | 73.15%-61.7pp |
| Employer contribution / active EE | $910 | $3,387-73.1% | $5,432-83.3% | $2,343-61.2% |
| Participant deferral / active EE | $2,191 | $3,086-29.0% | $4,939-55.6% | $3,332-34.2% |
| Admin fee / account holder | $3,684 | $5,698-35.4% | $13,881-73.5% | $4,645-20.7% |