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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 | $8,842 | $103,038-91.4% | $90,324-90.2% | $152,909-94.2% |
| Participation rate | 94.1% | 75.9%+18.2pp | 73.3%+20.8pp | 82.5%+11.7pp |
| Annual return | 6.55% | 95.25%-88.7pp | 78.15%-71.6pp | 345.46%-338.9pp |
| Employer contribution / active EE | $1,092 | $3,141-65.2% | $2,856-61.7% | $4,764-77.1% |
| Participant deferral / active EE | $1,218 | $4,282-71.6% | $3,885-68.7% | $5,851-79.2% |
| Admin fee / account holder | $318 | $6,177-94.9% | $5,356-94.1% | $11,601-97.3% |