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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 | $86,949-92.6% | $102,460-93.7% | $80,959-92.1% |
| Participation rate | 87.2% | 72.4%+14.8pp | 76.5%+10.7pp | 67.7%+19.6pp |
| Annual return | 5.55% | 18.89%-13.3pp | 29.47%-23.9pp | 35.67%-30.1pp |
| Employer contribution / active EE | $1,960 | $2,370-17.3% | $3,025-35.2% | $2,757-28.9% |
| Participant deferral / active EE | $5,006 | $4,121+21.5% | $5,056-1.0% | $4,300+16.4% |
| Admin fee / account holder | $5,579 | $8,048-30.7% | $9,460-41.0% | $6,925-19.4% |