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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 | $5,980 | $56,894-89.5% | $84,753-92.9% | $62,881-90.5% |
| Participation rate | 88.1% | 68.5%+19.5pp | 76.6%+11.5pp | 69.3%+18.8pp |
| Annual return | 0.93% | 6.30%-5.4pp | 22.78%-21.9pp | 20.14%-19.2pp |
| Employer contribution / active EE | $2,492 | $2,400+3.8% | $3,574-30.3% | $2,281+9.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,039 | $3,581+12.8% | $5,333-24.3% | $4,296-6.0% |