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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 | $3,907 | $57,061-93.2% | $85,063-95.4% | $80,911-95.2% |
| Participation rate | 85.7% | 56.3%+29.4pp | 67.5%+18.2pp | 67.6%+18.1pp |
| Annual return | 9.45% | 21.66%-12.2pp | 66.54%-57.1pp | 35.63%-26.2pp |
| Employer contribution / active EE | $1,131 | $1,799-37.1% | $2,727-58.5% | $2,756-59.0% |
| Participant deferral / active EE | $1,697 | $3,110-45.5% | $4,523-62.5% | $4,297-60.5% |
| Admin fee / account holder | $470 | $4,986-90.6% | $6,155-92.4% | $6,935-93.2% |