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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 | $8,017 | $117,846-93.2% | $102,434-92.2% | $145,884-94.5% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 6.39% | 31.90%-25.5pp | 29.46%-23.1pp | 551.85%-545.5pp |
| Employer contribution / active EE | $1,156 | $3,615-68.0% | $3,023-61.8% | $4,662-75.2% |
| Participant deferral / active EE | $2,025 | $5,733-64.7% | $5,055-59.9% | $6,690-69.7% |
| Admin fee / account holder | $5,412 | $13,356-59.5% | $9,462-42.8% | $13,392-59.6% |