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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 | $21,950 | $69,977-68.6% | $108,582-79.8% | $62,881-65.1% |
| Participation rate | 98.1% | 72.9%+25.2pp | 79.6%+18.5pp | 69.3%+28.8pp |
| Annual return | 4.58% | 10.73%-6.1pp | -51.70%+56.3pp | 20.14%-15.6pp |
| Employer contribution / active EE | $792 | $2,135-62.9% | $3,758-78.9% | $2,281-65.3% |
| Participant deferral / active EE | $3,461 | $3,165+9.4% | $4,311-19.7% | $3,203+8.1% |
| Admin fee / account holder | $3,634 | $5,076-28.4% | $7,645-52.5% | $4,296-15.4% |