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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 | $21,387 | $76,371-72.0% | $93,621-77.2% | $72,976-70.7% |
| Participation rate | 97.1% | 71.8%+25.4pp | 75.8%+21.3pp | 69.5%+27.7pp |
| Annual return | 6.30% | 25.82%-19.5pp | 32.76%-26.5pp | 81.02%-74.7pp |
| Employer contribution / active EE | $2,933 | $2,276+28.9% | $2,719+7.9% | $2,440+20.2% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,249 | $6,839-67.1% | $7,890-71.5% | $5,124-56.1% |