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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 | $18,373 | $86,940-78.9% | $102,434-82.1% | $80,935-77.3% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.7%+29.0pp |
| Annual return | 3.93% | 18.89%-15.0pp | 29.46%-25.5pp | 35.66%-31.7pp |
| Employer contribution / active EE | $721 | $2,370-69.6% | $3,023-76.1% | $2,757-73.8% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $757 | $8,047-90.6% | $9,462-92.0% | $6,924-89.1% |