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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 | $5,763 | $90,400-93.6% | $186,193-96.9% | $87,485-93.4% |
| Participation rate | 96.7% | 66.2%+30.5pp | 77.1%+19.6pp | 68.9%+27.7pp |
| Annual return | 0.17% | 22.15%-22.0pp | 78.03%-77.9pp | 26.06%-25.9pp |
| Employer contribution / active EE | $1,194 | $2,170-45.0% | $3,918-69.5% | $2,596-54.0% |
| Participant deferral / active EE | $2,301 | $4,330-46.9% | $6,513-64.7% | $4,274-46.2% |
| Admin fee / account holder | $1,090 | $8,673-87.4% | $11,058-90.1% | $7,775-86.0% |