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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 | $8,578 | $72,607-88.2% | $90,259-90.5% | $87,485-90.2% |
| Participation rate | 73.1% | 64.8%+8.3pp | 70.7%+2.3pp | 68.9%+4.1pp |
| Annual return | 12.06% | 18.59%-6.5pp | 18.88%-6.8pp | 26.06%-14.0pp |
| Employer contribution / active EE | $405 | $1,919-78.9% | $2,291-82.3% | $2,596-84.4% |
| Participant deferral / active EE | $2,332 | $3,055-23.7% | $3,827-39.1% | $4,274-45.4% |
| Admin fee / account holder | $2,481 | $5,947-58.3% | $7,267-65.9% | $7,775-68.1% |