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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 | $21,334 | $60,349-64.6% | $74,184-71.2% | $62,881-66.1% |
| Participation rate | 80.0% | 72.7%+7.3pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 0.60% | 21.38%-20.8pp | 17.74%-17.1pp | 20.14%-19.5pp |
| Employer contribution / active EE | $381 | $1,680-77.3% | $2,370-83.9% | $2,281-83.3% |
| Participant deferral / active EE | $2,468 | $2,856-13.6% | $3,550-30.5% | $3,203-22.9% |
| Admin fee / account holder | $7,550 | $4,261+77.2% | $5,586+35.2% | $4,296+75.8% |