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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 | $18,931 | $60,349-68.6% | $74,184-74.5% | $62,881-69.9% |
| Participation rate | 88.6% | 72.7%+15.8pp | 76.6%+12.0pp | 69.3%+19.3pp |
| Annual return | 1.61% | 21.38%-19.8pp | 17.74%-16.1pp | 20.14%-18.5pp |
| Employer contribution / active EE | $372 | $1,680-77.9% | $2,370-84.3% | $2,281-83.7% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $303 | $4,261-92.9% | $5,586-94.6% | $4,296-93.0% |