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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 | $14,922 | $82,882-82.0% | $127,803-88.3% | $72,975-79.6% |
| Participation rate | 97.9% | 71.5%+26.4pp | 79.0%+18.9pp | 69.5%+28.4pp |
| Annual return | 0.54% | 32.20%-31.7pp | 26.14%-25.6pp | 81.01%-80.5pp |
| Employer contribution / active EE | $2,971 | $3,346-11.2% | $4,576-35.1% | $2,440+21.8% |
| Participant deferral / active EE | $2,858 | $4,791-40.3% | $6,023-52.5% | $3,608-20.8% |
| Admin fee / account holder | $827 | $6,487-87.2% | $9,399-91.2% | $5,124-83.9% |