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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 | $17,939 | $72,492-75.3% | $87,102-79.4% | $72,983-75.4% |
| Participation rate | 98.7% | 72.8%+25.9pp | 76.9%+21.8pp | 69.5%+29.2pp |
| Annual return | 15.71% | 24.46%-8.8pp | 28.19%-12.5pp | 81.01%-65.3pp |
| Employer contribution / active EE | $869 | $1,894-54.1% | $2,521-65.5% | $2,440-64.4% |
| Participant deferral / active EE | $1,863 | $3,270-43.0% | $4,048-54.0% | $3,608-48.3% |
| Admin fee / account holder | $3,512 | $5,055-30.5% | $7,491-53.1% | $5,124-31.5% |