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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 | $11,739 | $52,580-77.7% | $71,671-83.6% | $70,124-83.3% |
| Participation rate | 87.1% | 60.9%+26.2pp | 68.7%+18.4pp | 69.5%+17.6pp |
| Annual return | 4.59% | 20.25%-15.7pp | 20.65%-16.1pp | 73.14%-68.6pp |
| Employer contribution / active EE | $438 | $1,616-72.9% | $2,460-82.2% | $2,342-81.3% |
| Participant deferral / active EE | $2,323 | $2,386-2.7% | $3,438-32.4% | $3,332-30.3% |
| Admin fee / account holder | $2,033 | $3,653-44.3% | $5,558-63.4% | $4,645-56.2% |