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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 | $9,493 | $49,025-80.6% | $87,502-89.2% | $62,881-84.9% |
| Participation rate | 75.6% | 64.9%+10.7pp | 73.8%+1.8pp | 69.3%+6.3pp |
| Annual return | 3.50% | 10.02%-6.5pp | 12.21%-8.7pp | 20.14%-16.6pp |
| Employer contribution / active EE | $364 | $1,372-73.4% | $2,550-85.7% | $2,281-84.0% |
| Participant deferral / active EE | $997 | $2,289-56.4% | $3,149-68.3% | $3,203-68.9% |
| Admin fee / account holder | $2,035 | $4,065-49.9% | $4,221-51.8% | $4,296-52.6% |