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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 | $5,790 | $77,908-92.6% | $149,696-96.1% | $75,173-92.3% |
| Participation rate | 89.0% | 65.6%+23.4pp | 78.8%+10.2pp | 67.2%+21.8pp |
| Annual return | 8.98% | 31.73%-22.7pp | 134.46%-125.5pp | 160.72%-151.7pp |
| Employer contribution / active EE | $464 | $3,138-85.2% | $4,821-90.4% | $2,671-82.6% |
| Participant deferral / active EE | $2,424 | $3,411-28.9% | $5,682-57.3% | $4,126-41.3% |
| Admin fee / account holder | $1,383 | $5,950-76.8% | $13,212-89.5% | $5,651-75.5% |