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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 | $5,855 | $56,894-89.7% | $84,753-93.1% | $62,881-90.7% |
| Participation rate | 76.9% | 68.5%+8.4pp | 76.6%+0.3pp | 69.3%+7.6pp |
| Annual return | 2.11% | 6.30%-4.2pp | 22.78%-20.7pp | 20.14%-18.0pp |
| Employer contribution / active EE | $4,778 | $2,400+99.1% | $3,574+33.7% | $2,281+109.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,607 | $3,581-27.2% | $5,333-51.1% | $4,296-39.3% |