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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 | $11,895 | $54,541-78.2% | $78,778-84.9% | $70,126-83.0% |
| Participation rate | 96.4% | 60.8%+35.6pp | 69.2%+27.2pp | 69.5%+26.9pp |
| Annual return | -0.75% | 21.07%-21.8pp | 35.62%-36.4pp | 73.15%-73.9pp |
| Employer contribution / active EE | $893 | $1,089-18.0% | $1,986-55.0% | $2,343-61.9% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $583 | $3,709-84.3% | $5,134-88.7% | $4,645-87.5% |