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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 | $15,845 | $69,590-77.2% | $136,867-88.4% | $94,015-83.1% |
| Participation rate | 77.3% | 66.3%+11.0pp | 74.5%+2.7pp | 70.8%+6.5pp |
| Annual return | 8.48% | 19.62%-11.1pp | 42.97%-34.5pp | 17.84%-9.4pp |
| Employer contribution / active EE | $854 | $2,396-64.3% | $3,547-75.9% | $2,790-69.4% |
| Participant deferral / active EE | $1,164 | $3,437-66.1% | $4,924-76.4% | $4,249-72.6% |
| Admin fee / account holder | $5,061 | $8,912-43.2% | $10,340-51.1% | $8,951-43.5% |