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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 | $8,623 | $73,787-88.3% | $98,716-91.3% | $82,448-89.5% |
| Participation rate | 94.1% | 61.4%+32.7pp | 69.3%+24.8pp | 68.1%+26.0pp |
| Annual return | 12.18% | 18.57%-6.4pp | 31.81%-19.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,031 | $1,511-31.8% | $2,279-54.8% | $2,551-59.6% |
| Participant deferral / active EE | $1,247 | $3,081-59.5% | $4,048-69.2% | $4,139-69.9% |
| Admin fee / account holder | $2,809 | $6,500-56.8% | $8,703-67.7% | $7,234-61.2% |