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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 | $4,633 | $48,327-90.4% | $67,575-93.1% | $80,935-94.3% |
| Participation rate | 97.0% | 66.4%+30.6pp | 72.9%+24.1pp | 67.7%+29.3pp |
| Annual return | 10.71% | 18.31%-7.6pp | 3528.98%-3518.3pp | 35.66%-25.0pp |
| Employer contribution / active EE | $535 | $2,022-73.5% | $2,736-80.4% | $2,757-80.6% |
| Participant deferral / active EE | $2,504 | $2,927-14.5% | $4,003-37.5% | $4,299-41.8% |
| Admin fee / account holder | $1,171 | $3,692-68.3% | $3,993-70.7% | $6,924-83.1% |