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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 | $9,390 | $67,602-86.1% | $82,312-88.6% | $70,126-86.6% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.9%+20.0pp | 69.5%+27.3pp |
| Annual return | 2.51% | 21.57%-19.1pp | 25.88%-23.4pp | 73.15%-70.6pp |
| Employer contribution / active EE | $781 | $1,755-55.5% | $2,428-67.8% | $2,343-66.6% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $776 | $4,512-82.8% | $5,608-86.2% | $4,645-83.3% |