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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 | $16,674 | $56,894-70.7% | $84,753-80.3% | $62,881-73.5% |
| Participation rate | 92.3% | 68.5%+23.8pp | 76.6%+15.7pp | 69.3%+23.0pp |
| Annual return | 0.26% | 6.30%-6.0pp | 22.78%-22.5pp | 20.14%-19.9pp |
| Employer contribution / active EE | $1,154 | $2,400-51.9% | $3,574-67.7% | $2,281-49.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,089 | $3,581-13.7% | $5,333-42.1% | $4,296-28.1% |