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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 | $15,974 | $71,230-77.6% | $93,727-83.0% | $80,959-80.3% |
| Participation rate | 88.5% | 60.4%+28.1pp | 68.7%+19.8pp | 67.7%+20.8pp |
| Annual return | 8.12% | 11.26%-3.1pp | 133.83%-125.7pp | 35.67%-27.5pp |
| Employer contribution / active EE | $552 | $1,565-64.7% | $2,421-77.2% | $2,757-80.0% |
| Participant deferral / active EE | $3,242 | $4,037-19.7% | $4,417-26.6% | $4,300-24.6% |
| Admin fee / account holder | $3,905 | $6,961-43.9% | $8,292-52.9% | $6,925-43.6% |