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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 | $11,218 | $45,043-75.1% | $63,005-82.2% | $70,124-84.0% |
| Participation rate | 88.1% | 69.5%+18.6pp | 74.8%+13.3pp | 69.5%+18.6pp |
| Annual return | 10.01% | 18.76%-8.8pp | 87.59%-77.6pp | 73.14%-63.1pp |
| Employer contribution / active EE | $528 | $2,052-74.2% | $2,760-80.9% | $2,342-77.4% |
| Participant deferral / active EE | $1,853 | $2,466-24.8% | $3,329-44.3% | $3,332-44.4% |
| Admin fee / account holder | $1,385 | $2,833-51.1% | $3,599-61.5% | $4,645-70.2% |