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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 | $5,563 | $81,276-93.2% | $155,574-96.4% | $80,925-93.1% |
| Participation rate | 97.3% | 66.2%+31.1pp | 78.2%+19.1pp | 67.7%+29.6pp |
| Annual return | 4.76% | 33.36%-28.6pp | 64.87%-60.1pp | 35.65%-30.9pp |
| Employer contribution / active EE | $528 | $3,103-83.0% | $4,676-88.7% | $2,756-80.8% |
| Participant deferral / active EE | $1,401 | $3,453-59.4% | $5,629-75.1% | $4,299-67.4% |
| Admin fee / account holder | $1,205 | $7,993-84.9% | $15,914-92.4% | $6,940-82.6% |