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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 | $57,061-91.7% | $85,063-94.4% | $80,911-94.1% |
| Participation rate | 84.6% | 56.3%+28.3pp | 67.5%+17.1pp | 67.6%+17.0pp |
| Annual return | 5.31% | 21.66%-16.3pp | 66.54%-61.2pp | 35.63%-30.3pp |
| Employer contribution / active EE | $543 | $1,799-69.8% | $2,727-80.1% | $2,756-80.3% |
| Participant deferral / active EE | $1,630 | $3,110-47.6% | $4,523-64.0% | $4,297-62.1% |
| Admin fee / account holder | $1,051 | $4,986-78.9% | $6,155-82.9% | $6,935-84.8% |