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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 | $12,535 | $99,345-87.4% | $84,753-85.2% | $273,972-95.4% |
| Participation rate | 76.9% | 80.7%-3.8pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 0.14% | 22.93%-22.8pp | 22.78%-22.6pp | 41.46%-41.3pp |
| Employer contribution / active EE | $821 | $4,214-80.5% | $3,574-77.0% | $4,869-83.1% |
| Participant deferral / active EE | $1,175 | $4,270-72.5% | $3,712-68.3% | $5,287-77.8% |
| Admin fee / account holder | $788 | $6,645-88.1% | $5,333-85.2% | $10,133-92.2% |