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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 | $20,903 | $72,492-71.2% | $87,102-76.0% | $72,983-71.4% |
| Participation rate | 75.8% | 72.8%+2.9pp | 76.9%-1.1pp | 69.5%+6.3pp |
| Annual return | 0.41% | 24.46%-24.0pp | 28.19%-27.8pp | 81.01%-80.6pp |
| Employer contribution / active EE | $1,182 | $1,894-37.6% | $2,521-53.1% | $2,440-51.5% |
| Participant deferral / active EE | $1,703 | $3,270-47.9% | $4,048-57.9% | $3,608-52.8% |
| Admin fee / account holder | $6,627 | $5,055+31.1% | $7,491-11.5% | $5,124+29.3% |