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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 | $9,962 | $45,082-77.9% | $69,464-85.7% | $72,975-86.3% |
| Participation rate | 98.1% | 68.5%+29.7pp | 74.6%+23.5pp | 69.5%+28.7pp |
| Annual return | 4.61% | 22.66%-18.0pp | 28.98%-24.4pp | 81.01%-76.4pp |
| Employer contribution / active EE | $844 | $2,055-58.9% | $2,779-69.6% | $2,440-65.4% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $852 | $3,057-72.1% | $3,840-77.8% | $5,124-83.4% |