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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 | $5,324 | $76,407-93.0% | $150,298-96.5% | $82,448-93.5% |
| Participation rate | 73.3% | 66.4%+6.9pp | 77.8%-4.4pp | 68.1%+5.3pp |
| Annual return | 10.01% | 39.99%-30.0pp | 62.79%-52.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $822 | $2,614-68.5% | $4,154-80.2% | $2,551-67.8% |
| Participant deferral / active EE | $1,239 | $3,214-61.5% | $5,453-77.3% | $4,139-70.1% |
| Admin fee / account holder | $2,998 | $6,352-52.8% | $14,116-78.8% | $7,234-58.6% |