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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 | $19,725 | $72,486-72.8% | $87,103-77.4% | $72,976-73.0% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.9%+4.3pp | 69.5%+11.6pp |
| Annual return | 0.58% | 24.46%-23.9pp | 28.19%-27.6pp | 81.02%-80.4pp |
| Employer contribution / active EE | $791 | $1,894-58.2% | $2,521-68.6% | $2,440-67.6% |
| Participant deferral / active EE | $1,564 | $3,270-52.2% | $4,049-61.4% | $3,608-56.6% |
| Admin fee / account holder | $8,345 | $5,055+65.1% | $7,491+11.4% | $5,124+62.9% |