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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 | $7,772 | $110,379-93.0% | $102,412-92.4% | $145,884-94.7% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+21.0pp | 80.3%+15.2pp |
| Annual return | 7.10% | 24.84%-17.7pp | 24.94%-17.8pp | 551.85%-544.7pp |
| Employer contribution / active EE | $1,967 | $4,216-53.3% | $3,870-49.2% | $4,662-57.8% |
| Participant deferral / active EE | $3,013 | $5,622-46.4% | $5,060-40.5% | $6,690-55.0% |
| Admin fee / account holder | $498 | $9,745-94.9% | $8,388-94.1% | $13,392-96.3% |