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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 | $16,022 | $88,707-81.9% | $74,184-78.4% | $273,972-94.2% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 0.13% | 11.94%-11.8pp | 17.74%-17.6pp | 41.46%-41.3pp |
| Employer contribution / active EE | $1,602 | $3,159-49.3% | $2,370-32.4% | $4,869-67.1% |
| Participant deferral / active EE | $2,893 | $4,212-31.3% | $3,550-18.5% | $5,287-45.3% |
| Admin fee / account holder | $2,167 | $8,717-75.1% | $5,586-61.2% | $10,133-78.6% |