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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 | $8,215 | $124,346-93.4% | $111,308-92.6% | $167,536-95.1% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 6.85% | 37.45%-30.6pp | 54.67%-47.8pp | 478.82%-472.0pp |
| Employer contribution / active EE | $933 | $3,437-72.9% | $2,732-65.9% | $4,839-80.7% |
| Participant deferral / active EE | $1,851 | $5,182-64.3% | $4,487-58.7% | $6,342-70.8% |
| Admin fee / account holder | $449 | $10,621-95.8% | $7,965-94.4% | $12,315-96.4% |