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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 | $15,169 | $51,708-70.7% | $106,619-85.8% | $62,881-75.9% |
| Participation rate | 91.2% | 66.9%+24.3pp | 78.0%+13.2pp | 69.3%+21.9pp |
| Annual return | -0.27% | 4.69%-5.0pp | 9.42%-9.7pp | 20.14%-20.4pp |
| Employer contribution / active EE | $1,969 | $1,764+11.6% | $3,947-50.1% | $2,281-13.7% |
| Participant deferral / active EE | $2,677 | $2,315+15.6% | $3,930-31.9% | $3,203-16.4% |
| Admin fee / account holder | $695 | $3,349-79.2% | $6,418-89.2% | $4,296-83.8% |