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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 | $7,352 | $108,882-93.2% | $96,754-92.4% | $154,746-95.2% |
| Participation rate | 81.3% | 75.1%+6.2pp | 70.3%+11.0pp | 80.7%+0.5pp |
| Annual return | 8.32% | 98.39%-90.1pp | 82.04%-73.7pp | 172.34%-164.0pp |
| Employer contribution / active EE | $745 | $3,018-75.3% | $2,679-72.2% | $4,379-83.0% |
| Participant deferral / active EE | $2,185 | $5,323-59.0% | $4,758-54.1% | $6,730-67.5% |
| Admin fee / account holder | $8,838 | $10,200-13.4% | $8,905-0.8% | $14,365-38.5% |