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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 | $29,195 | $104,098-72.0% | $140,514-79.2% | $94,015-68.9% |
| Participation rate | 70.5% | 73.7%-3.2pp | 77.8%-7.3pp | 70.8%-0.3pp |
| Annual return | 4.91% | 15.14%-10.2pp | 14.36%-9.4pp | 17.84%-12.9pp |
| Employer contribution / active EE | $927 | $2,388-61.2% | $3,378-72.6% | $2,790-66.8% |
| Participant deferral / active EE | $3,483 | $4,033-13.6% | $4,919-29.2% | $4,249-18.0% |
| Admin fee / account holder | $5,272 | $10,439-49.5% | $13,697-61.5% | $8,951-41.1% |