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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 | $7,998 | $87,834-90.9% | $133,975-94.0% | $62,881-87.3% |
| Participation rate | 98.0% | 83.4%+14.6pp | 87.1%+10.9pp | 69.3%+28.7pp |
| Annual return | 4.76% | 12.05%-7.3pp | 29.29%-24.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,700 | $3,482-51.2% | $5,211-67.4% | $2,281-25.5% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $379 | $5,372-92.9% | $9,324-95.9% | $4,296-91.2% |