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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 | $13,786 | $86,050-84.0% | $189,758-92.7% | $94,015-85.3% |
| Participation rate | 76.3% | 68.9%+7.4pp | 79.8%-3.5pp | 70.8%+5.5pp |
| Annual return | 10.25% | 17.77%-7.5pp | 52.62%-42.4pp | 17.84%-7.6pp |
| Employer contribution / active EE | $487 | $2,819-82.7% | $4,767-89.8% | $2,790-82.5% |
| Participant deferral / active EE | $2,642 | $3,349-21.1% | $5,856-54.9% | $4,249-37.8% |
| Admin fee / account holder | $2,500 | $6,627-62.3% | $20,388-87.7% | $8,951-72.1% |