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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 | $17,850 | $76,834-76.8% | $108,359-83.5% | $87,485-79.6% |
| Participation rate | 94.4% | 61.7%+32.7pp | 70.1%+24.3pp | 68.9%+25.5pp |
| Annual return | 9.28% | 19.09%-9.8pp | 36.89%-27.6pp | 26.06%-16.8pp |
| Employer contribution / active EE | $837 | $1,556-46.2% | $2,399-65.1% | $2,596-67.8% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,923 | $6,537-70.6% | $9,741-80.3% | $7,775-75.3% |