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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 | $17,423 | $54,541-68.1% | $78,778-77.9% | $70,126-75.2% |
| Participation rate | 71.4% | 60.8%+10.6pp | 69.2%+2.2pp | 69.5%+1.9pp |
| Annual return | 9.51% | 21.07%-11.6pp | 35.62%-26.1pp | 73.15%-63.6pp |
| Employer contribution / active EE | $449 | $1,089-58.8% | $1,986-77.4% | $2,343-80.8% |
| Participant deferral / active EE | $2,438 | $2,210+10.3% | $2,958-17.6% | $3,332-26.8% |
| Admin fee / account holder | $5,308 | $3,709+43.1% | $5,134+3.4% | $4,645+14.3% |