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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 | $78,015-89.1% | $178,505-95.3% | $80,959-89.5% |
| Participation rate | 96.4% | 65.7%+30.7pp | 77.1%+19.2pp | 67.7%+28.7pp |
| Annual return | 1.78% | 18.10%-16.3pp | 27.16%-25.4pp | 35.67%-33.9pp |
| Employer contribution / active EE | $2,037 | $2,281-10.7% | $3,955-48.5% | $2,757-26.1% |
| Participant deferral / active EE | $2,445 | $4,406-44.5% | $6,280-61.1% | $4,300-43.1% |
| Admin fee / account holder | $483 | $7,160-93.3% | $10,428-95.4% | $6,925-93.0% |