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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 | $12,575 | $72,492-82.7% | $87,104-85.6% | $72,975-82.8% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.9%+19.6pp | 69.5%+26.9pp |
| Annual return | 0.47% | 24.46%-24.0pp | 28.19%-27.7pp | 81.01%-80.5pp |
| Employer contribution / active EE | $536 | $1,894-71.7% | $2,521-78.8% | $2,440-78.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $626 | $5,055-87.6% | $7,491-91.6% | $5,124-87.8% |