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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 | $15,064 | $69,977-78.5% | $108,582-86.1% | $62,881-76.0% |
| Participation rate | 98.5% | 72.9%+25.6pp | 79.6%+18.9pp | 69.3%+29.2pp |
| Annual return | 4.58% | 10.73%-6.1pp | -51.70%+56.3pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,026 | $2,135-51.9% | $3,758-72.7% | $2,281-55.0% |
| Participant deferral / active EE | $2,370 | $3,165-25.1% | $4,311-45.0% | $3,203-26.0% |
| Admin fee / account holder | $651 | $5,076-87.2% | $7,645-91.5% | $4,296-84.8% |