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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 | $11,785 | $56,544-79.2% | $75,501-84.4% | $70,126-83.2% |
| Participation rate | 97.4% | 68.1%+29.3pp | 72.4%+25.0pp | 69.5%+27.8pp |
| Annual return | 3.65% | 23.59%-19.9pp | 27.35%-23.7pp | 73.15%-69.5pp |
| Employer contribution / active EE | $1,031 | $1,817-43.3% | $2,352-56.2% | $2,343-56.0% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,128 | $3,827+86.3% | $5,801+22.9% | $4,645+53.4% |