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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 | $6,102 | $64,462-90.5% | $81,482-92.5% | $80,911-92.5% |
| Participation rate | 96.2% | 63.9%+32.3pp | 69.5%+26.7pp | 67.6%+28.5pp |
| Annual return | 5.30% | 16.35%-11.0pp | 24.79%-19.5pp | 35.63%-30.3pp |
| Employer contribution / active EE | $1,036 | $1,979-47.6% | $2,463-57.9% | $2,756-62.4% |
| Participant deferral / active EE | $2,864 | $3,094-7.4% | $3,885-26.3% | $4,297-33.4% |
| Admin fee / account holder | $672 | $5,678-88.2% | $5,761-88.3% | $6,935-90.3% |