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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 | $8,805 | $51,642-83.0% | $129,384-93.2% | $80,935-89.1% |
| Participation rate | 78.3% | 56.9%+21.4pp | 69.6%+8.7pp | 67.7%+10.7pp |
| Annual return | 11.12% | 20.78%-9.7pp | 9461.77%-9450.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $651 | $1,583-58.9% | $4,153-84.3% | $2,757-76.4% |
| Participant deferral / active EE | $2,952 | $2,670+10.6% | $4,166-29.1% | $4,299-31.3% |
| Admin fee / account holder | $2,595 | $4,312-39.8% | $7,686-66.2% | $6,924-62.5% |