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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 | $4,839 | $63,845-92.4% | $81,370-94.1% | $80,959-94.0% |
| Participation rate | 98.2% | 63.9%+34.4pp | 69.5%+28.7pp | 67.7%+30.6pp |
| Annual return | 9.18% | 16.37%-7.2pp | 24.85%-15.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,503 | $1,980-24.1% | $2,464-39.0% | $2,757-45.5% |
| Participant deferral / active EE | $1,866 | $3,093-39.7% | $3,885-52.0% | $4,300-56.6% |
| Admin fee / account holder | $1,184 | $5,688-79.2% | $5,749-79.4% | $6,925-82.9% |