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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 | $18,794 | $65,041-71.1% | $90,965-79.3% | $79,858-76.5% |
| Participation rate | 92.3% | 61.6%+30.7pp | 69.0%+23.3pp | 69.6%+22.7pp |
| Annual return | 5.69% | 30.45%-24.8pp | 134.57%-128.9pp | 31.72%-26.0pp |
| Employer contribution / active EE | $802 | $1,247-35.7% | $2,122-62.2% | $2,471-67.5% |
| Participant deferral / active EE | $1,865 | $2,512-25.8% | $3,373-44.7% | $3,740-50.1% |
| Admin fee / account holder | $1,003 | $4,536-77.9% | $5,960-83.2% | $5,306-81.1% |