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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 | $10,274 | $88,370-88.4% | $112,977-90.9% | $79,852-87.1% |
| Participation rate | 97.7% | 76.8%+20.9pp | 82.6%+15.1pp | 69.6%+28.1pp |
| Annual return | 5.30% | 23.16%-17.9pp | 24.24%-18.9pp | 31.72%-26.4pp |
| Employer contribution / active EE | $1,868 | $3,398-45.0% | $4,255-56.1% | $2,471-24.4% |
| Participant deferral / active EE | $0 | $4,536-100.0% | $5,836-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,684 | $5,750-70.7% | $6,294-73.2% | $5,306-68.3% |