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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 | $14,906 | $69,590-78.6% | $136,867-89.1% | $94,015-84.1% |
| Participation rate | 86.0% | 66.3%+19.7pp | 74.5%+11.5pp | 70.8%+15.2pp |
| Annual return | 10.11% | 19.62%-9.5pp | 42.97%-32.9pp | 17.84%-7.7pp |
| Employer contribution / active EE | $1,804 | $2,396-24.7% | $3,547-49.1% | $2,790-35.3% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $755 | $8,912-91.5% | $10,340-92.7% | $8,951-91.6% |