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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 | $8,468 | $78,013-89.1% | $178,449-95.3% | $80,911-89.5% |
| Participation rate | 96.4% | 65.7%+30.7pp | 77.1%+19.3pp | 67.6%+28.7pp |
| Annual return | 1.78% | 18.07%-16.3pp | 27.09%-25.3pp | 35.63%-33.9pp |
| Employer contribution / active EE | $2,037 | $2,287-10.9% | $3,951-48.4% | $2,756-26.1% |
| Participant deferral / active EE | $2,445 | $4,408-44.5% | $6,277-61.0% | $4,297-43.1% |
| Admin fee / account holder | $483 | $7,166-93.3% | $10,362-95.3% | $6,935-93.0% |