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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 | $11,816 | $54,763-78.4% | $90,324-86.9% | $72,976-83.8% |
| Participation rate | 90.9% | 65.2%+25.8pp | 73.3%+17.6pp | 69.5%+21.4pp |
| Annual return | 15.32% | 30.63%-15.3pp | 78.15%-62.8pp | 81.02%-65.7pp |
| Employer contribution / active EE | $447 | $2,093-78.6% | $2,856-84.3% | $2,440-81.7% |
| Participant deferral / active EE | $1,544 | $2,887-46.5% | $3,885-60.3% | $3,608-57.2% |
| Admin fee / account holder | $6,053 | $3,973+52.3% | $5,356+13.0% | $5,124+18.1% |