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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 | $9,549 | $81,446-88.3% | $103,374-90.8% | $80,874-88.2% |
| Participation rate | 80.3% | 66.9%+13.5pp | 74.5%+5.8pp | 67.6%+12.7pp |
| Annual return | 1.61% | 25.57%-24.0pp | 24.89%-23.3pp | 35.62%-34.0pp |
| Employer contribution / active EE | $898 | $3,107-71.1% | $3,869-76.8% | $2,756-67.4% |
| Participant deferral / active EE | $3,069 | $3,870-20.7% | $5,058-39.3% | $4,297-28.6% |
| Admin fee / account holder | $1,221 | $6,715-81.8% | $8,394-85.5% | $6,935-82.4% |