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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 | $63,773-92.4% | $81,286-94.0% | $80,925-94.0% |
| Participation rate | 98.2% | 63.9%+34.3pp | 69.5%+28.7pp | 67.7%+30.6pp |
| Annual return | 9.18% | 16.37%-7.2pp | 24.80%-15.6pp | 35.65%-26.5pp |
| Employer contribution / active EE | $1,503 | $1,979-24.0% | $2,463-38.9% | $2,756-45.5% |
| Participant deferral / active EE | $1,866 | $3,093-39.7% | $3,883-51.9% | $4,299-56.6% |
| Admin fee / account holder | $1,184 | $5,682-79.2% | $5,764-79.5% | $6,940-82.9% |