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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 | $13,476 | $69,977-80.7% | $108,582-87.6% | $62,881-78.6% |
| Participation rate | 93.8% | 72.9%+20.9pp | 79.6%+14.2pp | 69.3%+24.4pp |
| Annual return | 0.79% | 10.73%-9.9pp | -51.70%+52.5pp | 20.14%-19.4pp |
| Employer contribution / active EE | $1,461 | $2,135-31.6% | $3,758-61.1% | $2,281-35.9% |
| Participant deferral / active EE | $1,862 | $3,165-41.2% | $4,311-56.8% | $3,203-41.9% |
| Admin fee / account holder | $1,130 | $5,076-77.7% | $7,645-85.2% | $4,296-73.7% |