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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 | $7,556 | $45,087-83.2% | $69,483-89.1% | $72,976-89.6% |
| Participation rate | 91.0% | 68.5%+22.6pp | 74.6%+16.4pp | 69.5%+21.6pp |
| Annual return | 2.62% | 22.67%-20.0pp | 28.99%-26.4pp | 81.02%-78.4pp |
| Employer contribution / active EE | $918 | $2,055-55.3% | $2,780-67.0% | $2,440-62.4% |
| Participant deferral / active EE | $1,264 | $2,603-51.4% | $3,537-64.3% | $3,608-65.0% |
| Admin fee / account holder | $2,444 | $3,057-20.0% | $3,841-36.4% | $5,124-52.3% |