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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 | $10,816 | $86,050-87.4% | $189,758-94.3% | $94,015-88.5% |
| Participation rate | 83.8% | 68.9%+14.9pp | 79.8%+4.0pp | 70.8%+13.0pp |
| Annual return | 8.22% | 17.77%-9.5pp | 52.62%-44.4pp | 17.84%-9.6pp |
| Employer contribution / active EE | $886 | $2,819-68.6% | $4,767-81.4% | $2,790-68.2% |
| Participant deferral / active EE | $1,849 | $3,349-44.8% | $5,856-68.4% | $4,249-56.5% |
| Admin fee / account holder | $840 | $6,627-87.3% | $20,388-95.9% | $8,951-90.6% |