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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 | $10,750 | $54,763-80.4% | $90,324-88.1% | $72,976-85.3% |
| Participation rate | 97.8% | 65.2%+32.7pp | 73.3%+24.5pp | 69.5%+28.3pp |
| Annual return | 4.06% | 30.63%-26.6pp | 78.15%-74.1pp | 81.02%-77.0pp |
| Employer contribution / active EE | $543 | $2,093-74.0% | $2,856-81.0% | $2,440-77.7% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,774 | $3,973-55.4% | $5,356-66.9% | $5,124-65.4% |