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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 | $11,210 | $67,606-83.4% | $82,313-86.4% | $70,124-84.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 9.96% | 21.57%-11.6pp | 25.88%-15.9pp | 73.14%-63.2pp |
| Employer contribution / active EE | $1,411 | $1,755-19.6% | $2,428-41.9% | $2,342-39.8% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,070 | $4,512-9.8% | $5,608-27.4% | $4,645-12.4% |