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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 | $31,218 | $143,969-78.3% | $199,883-84.4% | $82,637-62.2% |
| Participation rate | 98.8% | 84.1%+14.7pp | 86.8%+12.0pp | 68.1%+30.8pp |
| Annual return | 1.58% | 25.67%-24.1pp | 43.81%-42.2pp | 53.51%-51.9pp |
| Employer contribution / active EE | $1,609 | $4,632-65.3% | $6,261-74.3% | $2,552-37.0% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $620 | $14,597-95.8% | $17,268-96.4% | $7,339-91.6% |