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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 | $7,482 | $56,894-86.8% | $84,753-91.2% | $62,881-88.1% |
| Participation rate | 85.4% | 68.5%+16.8pp | 76.6%+8.8pp | 69.3%+16.1pp |
| Annual return | 2.40% | 6.30%-3.9pp | 22.78%-20.4pp | 20.14%-17.7pp |
| Employer contribution / active EE | $932 | $2,400-61.2% | $3,574-73.9% | $2,281-59.2% |
| Participant deferral / active EE | $1,579 | $2,709-41.7% | $3,712-57.4% | $3,203-50.7% |
| Admin fee / account holder | $4,304 | $3,581+20.2% | $5,333-19.3% | $4,296+0.2% |