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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 | $8,056 | $56,894-85.8% | $84,753-90.5% | $62,881-87.2% |
| Participation rate | 77.5% | 68.5%+9.0pp | 76.6%+0.9pp | 69.3%+8.2pp |
| Annual return | 2.92% | 6.30%-3.4pp | 22.78%-19.9pp | 20.14%-17.2pp |
| Employer contribution / active EE | $6,230 | $2,400+159.6% | $3,574+74.3% | $2,281+173.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $905 | $3,581-74.7% | $5,333-83.0% | $4,296-78.9% |