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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 | $9,425 | $72,269-87.0% | $101,271-90.7% | $79,852-88.2% |
| Participation rate | 87.9% | 68.5%+19.5pp | 75.8%+12.1pp | 69.6%+18.3pp |
| Annual return | 5.25% | 22.29%-17.0pp | 46.48%-41.2pp | 31.72%-26.5pp |
| Employer contribution / active EE | $5,598 | $2,692+108.0% | $3,660+52.9% | $2,471+126.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,099 | $4,401+15.9% | $5,948-14.3% | $5,306-3.9% |