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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 | $19,696 | $87,834-77.6% | $133,975-85.3% | $62,881-68.7% |
| Participation rate | 97.5% | 83.4%+14.1pp | 87.1%+10.4pp | 69.3%+28.2pp |
| Annual return | 3.31% | 12.05%-8.7pp | 29.29%-26.0pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,250 | $3,482-64.1% | $5,211-76.0% | $2,281-45.2% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,051 | $5,372-80.4% | $9,324-88.7% | $4,296-75.5% |