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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 | $9,340 | $110,379-91.5% | $102,412-90.9% | $145,884-93.6% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 7.04% | 24.84%-17.8pp | 24.94%-17.9pp | 551.85%-544.8pp |
| Employer contribution / active EE | $2,159 | $4,216-48.8% | $3,870-44.2% | $4,662-53.7% |
| Participant deferral / active EE | $2,304 | $5,622-59.0% | $5,060-54.5% | $6,690-65.6% |
| Admin fee / account holder | $772 | $9,745-92.1% | $8,388-90.8% | $13,392-94.2% |