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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 | $7,723 | $49,255-84.3% | $70,494-89.0% | $79,856-90.3% |
| Participation rate | 83.3% | 69.2%+14.2pp | 75.1%+8.3pp | 69.6%+13.7pp |
| Annual return | 0.90% | 30.10%-29.2pp | 109.16%-108.3pp | 31.71%-30.8pp |
| Employer contribution / active EE | $1,575 | $2,100-25.0% | $2,738-42.5% | $2,471-36.2% |
| Participant deferral / active EE | $2,162 | $2,768-21.9% | $3,711-41.7% | $3,741-42.2% |
| Admin fee / account holder | $445 | $2,879-84.5% | $3,848-88.4% | $5,306-91.6% |