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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 | $4,920 | $67,894-92.8% | $89,340-94.5% | $82,448-94.0% |
| Participation rate | 81.5% | 64.0%+17.5pp | 69.6%+12.0pp | 68.1%+13.5pp |
| Annual return | 12.25% | 19.21%-7.0pp | 20.57%-8.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $436 | $1,828-76.1% | $2,231-80.5% | $2,551-82.9% |
| Participant deferral / active EE | $1,169 | $3,072-62.0% | $3,823-69.4% | $4,139-71.8% |
| Admin fee / account holder | $505 | $5,723-91.2% | $6,704-92.5% | $7,234-93.0% |