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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 | $14,056 | $41,377-66.0% | $109,313-87.1% | $62,881-77.6% |
| Participation rate | 78.7% | 57.5%+21.1pp | 71.3%+7.4pp | 69.3%+9.4pp |
| Annual return | 0.66% | 11.05%-10.4pp | 22.07%-21.4pp | 20.14%-19.5pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,748 | $2,045-14.5% | $3,166-44.8% | $3,203-45.4% |
| Admin fee / account holder | $1,215 | $2,884-57.9% | $5,666-78.6% | $4,296-71.7% |