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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 | $11,198 | $67,602-83.4% | $82,312-86.4% | $70,126-84.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.30% | 21.57%-21.3pp | 25.88%-25.6pp | 73.15%-72.8pp |
| Employer contribution / active EE | $1,159 | $1,755-34.0% | $2,428-52.3% | $2,343-50.5% |
| Participant deferral / active EE | $1,503 | $2,987-49.7% | $3,706-59.5% | $3,332-54.9% |
| Admin fee / account holder | $432 | $4,512-90.4% | $5,608-92.3% | $4,645-90.7% |