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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 | $6,680 | $48,078-86.1% | $78,676-91.5% | $62,881-89.4% |
| Participation rate | 72.0% | 65.2%+6.8pp | 73.6%-1.6pp | 69.3%+2.7pp |
| Annual return | 3.17% | 31.36%-28.2pp | 62.19%-59.0pp | 20.14%-17.0pp |
| Employer contribution / active EE | $1,011 | $2,015-49.8% | $2,850-64.5% | $2,281-55.7% |
| Participant deferral / active EE | $1,239 | $2,587-52.1% | $3,517-64.8% | $3,203-61.3% |
| Admin fee / account holder | $7,364 | $3,206+129.7% | $4,510+63.3% | $4,296+71.4% |