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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 | $18,778 | $132,820-85.9% | $246,988-92.4% | $132,820-85.9% |
| Participation rate | 95.7% | 74.3%+21.4pp | 81.0%+14.7pp | 74.3%+21.4pp |
| Annual return | 5.00% | 14.82%-9.8pp | -2.27%+7.3pp | 14.82%-9.8pp |
| Employer contribution / active EE | $2,270 | $4,144-45.2% | $5,427-58.2% | $4,144-45.2% |
| Participant deferral / active EE | $0 | $3,980-100.0% | $4,120-100.0% | $3,980-100.0% |
| Admin fee / account holder | $1,455 | $11,722-87.6% | $28,383-94.9% | $11,722-87.6% |