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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 | $5,657 | $68,878-91.8% | $120,574-95.3% | $80,935-93.0% |
| Participation rate | 89.1% | 61.7%+27.4pp | 71.9%+17.1pp | 67.7%+21.4pp |
| Annual return | 10.27% | 23.67%-13.4pp | 107.42%-97.2pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,253 | $2,065-39.3% | $3,471-63.9% | $2,757-54.6% |
| Participant deferral / active EE | $1,948 | $3,189-38.9% | $4,996-61.0% | $4,299-54.7% |
| Admin fee / account holder | $1,709 | $5,782-70.4% | $9,445-81.9% | $6,924-75.3% |