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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 | $8,130 | $88,707-90.8% | $74,184-89.0% | $273,972-97.0% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.6%+16.2pp | 83.0%+9.8pp |
| Annual return | 0.20% | 11.94%-11.7pp | 17.74%-17.5pp | 41.46%-41.3pp |
| Employer contribution / active EE | $579 | $3,159-81.7% | $2,370-75.6% | $4,869-88.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,637 | $8,717-81.2% | $5,586-70.7% | $10,133-83.8% |