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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 | $18,180 | $60,349-69.9% | $74,184-75.5% | $62,881-71.1% |
| Participation rate | 97.3% | 72.7%+24.6pp | 76.6%+20.7pp | 69.3%+28.0pp |
| Annual return | 4.52% | 21.38%-16.9pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $755 | $1,680-55.0% | $2,370-68.1% | $2,281-66.9% |
| Participant deferral / active EE | $1,579 | $2,856-44.7% | $3,550-55.5% | $3,203-50.7% |
| Admin fee / account holder | $1,769 | $4,261-58.5% | $5,586-68.3% | $4,296-58.8% |