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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 | $8,275 | $56,894-85.5% | $84,753-90.2% | $62,881-86.8% |
| Participation rate | 80.9% | 68.5%+12.3pp | 76.6%+4.3pp | 69.3%+11.6pp |
| Annual return | 3.80% | 6.30%-2.5pp | 22.78%-19.0pp | 20.14%-16.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,397 | $2,709-48.4% | $3,712-62.4% | $3,203-56.4% |
| Admin fee / account holder | $571 | $3,581-84.1% | $5,333-89.3% | $4,296-86.7% |