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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 | $22,791 | $65,246-65.1% | $98,716-76.9% | $67,986-66.5% |
| Participation rate | 88.2% | 51.4%+36.8pp | 69.3%+18.9pp | 57.2%+31.0pp |
| Annual return | 12.51% | 20.58%-8.1pp | 31.81%-19.3pp | 31.67%-19.2pp |
| Employer contribution / active EE | $588 | $1,042-43.5% | $2,279-74.2% | $2,019-70.9% |
| Participant deferral / active EE | $1,444 | $2,594-44.3% | $4,048-64.3% | $3,358-57.0% |
| Admin fee / account holder | $5,405 | $4,561+18.5% | $8,703-37.9% | $3,203+68.7% |