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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 | $16,303 | $83,898-80.6% | $133,346-87.8% | $94,015-82.7% |
| Participation rate | 93.8% | 63.4%+30.4pp | 72.8%+20.9pp | 70.8%+22.9pp |
| Annual return | 0.16% | 16.00%-15.8pp | 36.85%-36.7pp | 17.84%-17.7pp |
| Employer contribution / active EE | $2,292 | $1,821+25.9% | $2,853-19.7% | $2,790-17.8% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $751 | $7,809-90.4% | $14,264-94.7% | $8,951-91.6% |