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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 | $6,987 | $181,896-96.2% | $156,551-95.5% | $273,972-97.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 0.52% | 30.74%-30.2pp | 32.23%-31.7pp | 41.46%-40.9pp |
| Employer contribution / active EE | $1,729 | $6,248-72.3% | $5,501-68.6% | $4,869-64.5% |
| Participant deferral / active EE | $2,200 | $5,550-60.4% | $4,871-54.8% | $5,287-58.4% |
| Admin fee / account holder | $3,690 | $15,560-76.3% | $13,028-71.7% | $10,133-63.6% |