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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 | $9,712 | $49,239-80.3% | $70,462-86.2% | $79,858-87.8% |
| Participation rate | 98.4% | 69.2%+29.2pp | 75.1%+23.4pp | 69.6%+28.8pp |
| Annual return | 3.73% | 30.08%-26.4pp | 109.08%-105.4pp | 31.72%-28.0pp |
| Employer contribution / active EE | $807 | $2,100-61.6% | $2,737-70.5% | $2,471-67.3% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $516 | $2,876-82.1% | $3,845-86.6% | $5,306-90.3% |