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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 | $14,468 | $41,377-65.0% | $109,313-86.8% | $62,881-77.0% |
| Participation rate | 87.3% | 57.5%+29.8pp | 71.3%+16.1pp | 69.3%+18.0pp |
| Annual return | 2.93% | 11.05%-8.1pp | 22.07%-19.1pp | 20.14%-17.2pp |
| Employer contribution / active EE | $542 | $1,276-57.6% | $3,892-86.1% | $2,281-76.3% |
| Participant deferral / active EE | $1,423 | $2,045-30.4% | $3,166-55.1% | $3,203-55.6% |
| Admin fee / account holder | $2,227 | $2,884-22.8% | $5,666-60.7% | $4,296-48.2% |