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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 | $6,414 | $86,938-92.6% | $102,423-93.7% | $80,925-92.1% |
| Participation rate | 87.2% | 72.4%+14.9pp | 76.5%+10.7pp | 67.7%+19.6pp |
| Annual return | 5.55% | 18.89%-13.3pp | 29.42%-23.9pp | 35.65%-30.1pp |
| Employer contribution / active EE | $1,960 | $2,369-17.3% | $3,023-35.2% | $2,756-28.9% |
| Participant deferral / active EE | $5,006 | $4,120+21.5% | $5,054-0.9% | $4,299+16.5% |
| Admin fee / account holder | $5,579 | $8,053-30.7% | $9,455-41.0% | $6,940-19.6% |