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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 | $18,179 | $76,564-76.3% | $105,582-82.8% | $94,015-80.7% |
| Participation rate | 76.4% | 65.2%+11.2pp | 71.8%+4.6pp | 70.8%+5.5pp |
| Annual return | 8.27% | 20.69%-12.4pp | 18.61%-10.3pp | 17.84%-9.6pp |
| Employer contribution / active EE | $2,459 | $1,995+23.2% | $2,984-17.6% | $2,790-11.9% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,353-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,933 | $7,129-58.9% | $12,856-77.2% | $8,951-67.2% |