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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 | $15,813 | $71,197-77.8% | $93,669-83.1% | $80,925-80.5% |
| Participation rate | 84.0% | 60.4%+23.6pp | 68.7%+15.3pp | 67.7%+16.3pp |
| Annual return | 8.73% | 11.27%-2.5pp | 133.59%-124.9pp | 35.65%-26.9pp |
| Employer contribution / active EE | $777 | $1,565-50.3% | $2,424-67.9% | $2,756-71.8% |
| Participant deferral / active EE | $1,898 | $4,036-53.0% | $4,416-57.0% | $4,299-55.8% |
| Admin fee / account holder | $654 | $6,959-90.6% | $8,291-92.1% | $6,940-90.6% |