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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 | $20,905 | $142,972-85.4% | $214,702-90.3% | $86,983-76.0% |
| Participation rate | 96.6% | 84.9%+11.7pp | 87.5%+9.1pp | 69.5%+27.0pp |
| Annual return | 1.41% | 18.49%-17.1pp | 54.55%-53.1pp | 25.83%-24.4pp |
| Employer contribution / active EE | $3,329 | $4,635-28.2% | $6,461-48.5% | $2,584+28.8% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,033 | $17,617-88.5% | $19,830-89.7% | $7,856-74.1% |