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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 | $13,878 | $58,493-76.3% | $84,021-83.5% | $72,975-81.0% |
| Participation rate | 90.5% | 61.2%+29.2pp | 69.0%+21.5pp | 69.5%+21.0pp |
| Annual return | 2.83% | 28.93%-26.1pp | 71.32%-68.5pp | 81.01%-78.2pp |
| Employer contribution / active EE | $794 | $1,163-31.8% | $1,984-60.0% | $2,440-67.5% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $320 | $4,569-93.0% | $6,102-94.8% | $5,124-93.7% |