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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 | $7,890 | $108,882-92.8% | $96,754-91.8% | $154,746-94.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 70.3%+18.6pp | 80.7%+8.2pp |
| Annual return | 7.18% | 98.39%-91.2pp | 82.04%-74.9pp | 172.34%-165.2pp |
| Employer contribution / active EE | $1,308 | $3,018-56.7% | $2,679-51.2% | $4,379-70.1% |
| Participant deferral / active EE | $2,406 | $5,323-54.8% | $4,758-49.4% | $6,730-64.3% |
| Admin fee / account holder | $13,117 | $10,200+28.6% | $8,905+47.3% | $14,365-8.7% |