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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 | $9,224 | $59,839-84.6% | $81,991-88.8% | $79,852-88.4% |
| Participation rate | 97.6% | 61.6%+36.0pp | 69.3%+28.4pp | 69.6%+28.0pp |
| Annual return | 2.56% | 17.56%-15.0pp | 41.31%-38.8pp | 31.72%-29.2pp |
| Employer contribution / active EE | $1,594 | $1,713-7.0% | $2,498-36.2% | $2,471-35.5% |
| Participant deferral / active EE | $1,689 | $2,695-37.3% | $3,722-54.6% | $3,740-54.8% |
| Admin fee / account holder | $5,737 | $4,287+33.8% | $5,665+1.3% | $5,306+8.1% |