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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 | $3,504 | $57,073-93.9% | $85,126-95.9% | $80,925-95.7% |
| Participation rate | 87.8% | 56.4%+31.4pp | 67.5%+20.3pp | 67.7%+20.1pp |
| Annual return | 6.81% | 21.69%-14.9pp | 66.63%-59.8pp | 35.65%-28.8pp |
| Employer contribution / active EE | $1,103 | $1,801-38.8% | $2,731-59.6% | $2,756-60.0% |
| Participant deferral / active EE | $1,568 | $3,113-49.6% | $4,523-65.3% | $4,299-63.5% |
| Admin fee / account holder | $507 | $4,988-89.8% | $6,160-91.8% | $6,940-92.7% |