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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 | $5,080 | $77,460-93.4% | $100,378-94.9% | $80,925-93.7% |
| Participation rate | 93.6% | 76.9%+16.7pp | 81.5%+12.1pp | 67.7%+26.0pp |
| Annual return | 10.37% | 37.24%-26.9pp | 49.41%-39.0pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,221 | $2,801-56.4% | $3,942-69.0% | $2,756-55.7% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,087-100.0% | $4,299-100.0% |
| Admin fee / account holder | $306 | $5,887-94.8% | $7,899-96.1% | $6,940-95.6% |