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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 | $4,364 | $85,196-94.9% | $76,383-94.3% | $145,897-97.0% |
| Participation rate | 80.0% | 82.9%-2.9pp | 79.3%+0.7pp | 80.3%-0.3pp |
| Annual return | 5.10% | 13.13%-8.0pp | 13.79%-8.7pp | 552.29%-547.2pp |
| Employer contribution / active EE | $1,778 | $5,268-66.2% | $4,587-61.2% | $4,663-61.9% |
| Participant deferral / active EE | $0 | $6,386-100.0% | $5,474-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,055 | $5,786-47.2% | $5,147-40.7% | $13,390-77.2% |