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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 | $8,271 | $56,544-85.4% | $75,501-89.0% | $70,126-88.2% |
| Participation rate | 97.4% | 68.1%+29.3pp | 72.4%+25.0pp | 69.5%+27.8pp |
| Annual return | 8.95% | 23.59%-14.6pp | 27.35%-18.4pp | 73.15%-64.2pp |
| Employer contribution / active EE | $585 | $1,817-67.8% | $2,352-75.1% | $2,343-75.0% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $609 | $3,827-84.1% | $5,801-89.5% | $4,645-86.9% |