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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 | $94,699-73.4% | $185,441-86.4% | $65,306-61.4% |
| Participation rate | 71.6% | 64.2%+7.3pp | 80.3%-8.7pp | 57.7%+13.9pp |
| Annual return | 9.92% | 16.71%-6.8pp | 20.16%-10.2pp | 21.94%-12.0pp |
| Employer contribution / active EE | $2,451 | $2,381+2.9% | $4,672-47.5% | $1,967+24.6% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $6,152-100.0% | $2,959-100.0% |
| Admin fee / account holder | $805 | $4,797-83.2% | $17,890-95.5% | $3,480-76.9% |