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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 | $28,479 | $86,938-67.2% | $102,423-72.2% | $80,925-64.8% |
| Participation rate | 85.2% | 72.4%+12.8pp | 76.5%+8.7pp | 67.7%+17.5pp |
| Annual return | 10.38% | 18.89%-8.5pp | 29.42%-19.0pp | 35.65%-25.3pp |
| Employer contribution / active EE | $857 | $2,369-63.8% | $3,023-71.6% | $2,756-68.9% |
| Participant deferral / active EE | $2,687 | $4,120-34.8% | $5,054-46.8% | $4,299-37.5% |
| Admin fee / account holder | $14,868 | $8,053+84.6% | $9,455+57.3% | $6,940+114.2% |