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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 | $17,194 | $48,364-64.4% | $71,796-76.1% | $62,881-72.7% |
| Participation rate | 96.6% | 60.6%+35.9pp | 69.1%+27.4pp | 69.3%+27.2pp |
| Annual return | 0.67% | 13.16%-12.5pp | 78.04%-77.4pp | 20.14%-19.5pp |
| Employer contribution / active EE | $759 | $1,042-27.2% | $1,924-60.6% | $2,281-66.7% |
| Participant deferral / active EE | $2,035 | $2,091-2.7% | $2,794-27.2% | $3,203-36.5% |
| Admin fee / account holder | $22,955 | $3,771+508.7% | $4,815+376.8% | $4,296+434.4% |