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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 | $4,750 | $57,119-91.7% | $85,187-94.4% | $80,935-94.1% |
| Participation rate | 84.6% | 56.4%+28.2pp | 67.5%+17.1pp | 67.7%+17.0pp |
| Annual return | 5.31% | 21.70%-16.4pp | 66.67%-61.4pp | 35.66%-30.3pp |
| Employer contribution / active EE | $543 | $1,802-69.9% | $2,732-80.1% | $2,757-80.3% |
| Participant deferral / active EE | $1,630 | $3,115-47.7% | $4,525-64.0% | $4,299-62.1% |
| Admin fee / account holder | $1,051 | $4,990-78.9% | $6,162-82.9% | $6,924-84.8% |