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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 | $10,839 | $81,487-86.7% | $102,412-89.4% | $80,935-86.6% |
| Participation rate | 75.9% | 66.8%+9.0pp | 74.5%+1.4pp | 67.7%+8.2pp |
| Annual return | 8.18% | 25.60%-17.4pp | 24.94%-16.8pp | 35.66%-27.5pp |
| Employer contribution / active EE | $971 | $3,103-68.7% | $3,870-74.9% | $2,757-64.8% |
| Participant deferral / active EE | $1,922 | $3,871-50.4% | $5,060-62.0% | $4,299-55.3% |
| Admin fee / account holder | $30,079 | $6,717+347.8% | $8,388+258.6% | $6,924+334.4% |