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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 | $3,217 | $75,541-95.7% | $152,093-97.9% | $82,637-96.1% |
| Participation rate | 94.3% | 66.5%+27.7pp | 77.8%+16.5pp | 68.1%+26.2pp |
| Annual return | 11.14% | 32.56%-21.4pp | 66.36%-55.2pp | 53.51%-42.4pp |
| Employer contribution / active EE | $778 | $2,622-70.3% | $4,175-81.4% | $2,552-69.5% |
| Participant deferral / active EE | $1,276 | $3,206-60.2% | $5,451-76.6% | $4,126-69.1% |
| Admin fee / account holder | $1,847 | $6,405-71.2% | $14,497-87.3% | $7,339-74.8% |