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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 | $3,503 | $87,166-96.0% | $76,735-95.4% | $137,256-97.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 5.79% | 26.50%-20.7pp | 29.77%-24.0pp | 220.34%-214.6pp |
| Employer contribution / active EE | $1,347 | $2,904-53.6% | $2,454-45.1% | $4,156-67.6% |
| Participant deferral / active EE | $1,369 | $4,726-71.0% | $4,088-66.5% | $6,407-78.6% |
| Admin fee / account holder | $17,281 | $8,403+105.6% | $7,189+140.4% | $12,270+40.8% |