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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 | $14,823 | $52,580-71.8% | $71,671-79.3% | $70,126-78.9% |
| Participation rate | 79.6% | 60.9%+18.7pp | 68.7%+10.8pp | 69.5%+10.1pp |
| Annual return | 3.94% | 20.25%-16.3pp | 20.65%-16.7pp | 73.15%-69.2pp |
| Employer contribution / active EE | $1,123 | $1,616-30.5% | $2,460-54.3% | $2,343-52.1% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,070 | $3,653+11.4% | $5,558-26.8% | $4,645-12.4% |