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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 | $76,834-78.8% | $108,359-85.0% | $87,485-81.4% |
| Participation rate | 93.8% | 61.7%+32.0pp | 70.1%+23.6pp | 68.9%+24.8pp |
| Annual return | 0.16% | 19.09%-18.9pp | 36.89%-36.7pp | 26.06%-25.9pp |
| Employer contribution / active EE | $2,292 | $1,556+47.3% | $2,399-4.5% | $2,596-11.7% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $751 | $6,537-88.5% | $9,741-92.3% | $7,775-90.3% |