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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 | $4,166 | $81,233-94.9% | $155,567-97.3% | $80,874-94.8% |
| Participation rate | 95.3% | 66.2%+29.1pp | 78.2%+17.2pp | 67.6%+27.7pp |
| Annual return | 8.37% | 33.33%-25.0pp | 64.74%-56.4pp | 35.62%-27.2pp |
| Employer contribution / active EE | $1,426 | $3,101-54.0% | $4,674-69.5% | $2,756-48.2% |
| Participant deferral / active EE | $1,551 | $3,452-55.1% | $5,628-72.4% | $4,297-63.9% |
| Admin fee / account holder | $389 | $7,998-95.1% | $15,916-97.6% | $6,935-94.4% |