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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 | $11,940 | $41,377-71.1% | $109,313-89.1% | $62,881-81.0% |
| Participation rate | 70.5% | 57.5%+12.9pp | 71.3%-0.8pp | 69.3%+1.1pp |
| Annual return | 4.26% | 11.05%-6.8pp | 22.07%-17.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $763 | $1,276-40.2% | $3,892-80.4% | $2,281-66.5% |
| Participant deferral / active EE | $1,275 | $2,045-37.6% | $3,166-59.7% | $3,203-60.2% |
| Admin fee / account holder | $5,773 | $2,884+100.2% | $5,666+1.9% | $4,296+34.4% |