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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 | $25,186 | $91,120-72.4% | $161,149-84.4% | $64,097-60.7% |
| Participation rate | 71.6% | 62.2%+9.4pp | 78.8%-7.3pp | 55.2%+16.4pp |
| Annual return | 9.92% | 17.95%-8.0pp | 21.16%-11.2pp | 34.64%-24.7pp |
| Employer contribution / active EE | $2,451 | $2,284+7.3% | $4,360-43.8% | $1,891+29.6% |
| Participant deferral / active EE | $0 | $3,708-100.0% | $6,153-100.0% | $3,080-100.0% |
| Admin fee / account holder | $805 | $4,535-82.2% | $15,194-94.7% | $3,454-76.7% |