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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 | $9,614 | $99,345-90.3% | $84,753-88.7% | $273,972-96.5% |
| Participation rate | 78.6% | 80.7%-2.1pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 1.95% | 22.93%-21.0pp | 22.78%-20.8pp | 41.46%-39.5pp |
| Employer contribution / active EE | $1,085 | $4,214-74.2% | $3,574-69.6% | $4,869-77.7% |
| Participant deferral / active EE | $1,356 | $4,270-68.3% | $3,712-63.5% | $5,287-74.4% |
| Admin fee / account holder | $3,301 | $6,645-50.3% | $5,333-38.1% | $10,133-67.4% |