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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 | $13,791 | $48,364-71.5% | $71,796-80.8% | $62,881-78.1% |
| Participation rate | 78.6% | 60.6%+17.9pp | 69.1%+9.5pp | 69.3%+9.3pp |
| Annual return | 2.02% | 13.16%-11.1pp | 78.04%-76.0pp | 20.14%-18.1pp |
| Employer contribution / active EE | $982 | $1,042-5.7% | $1,924-49.0% | $2,281-56.9% |
| Participant deferral / active EE | $2,570 | $2,091+22.9% | $2,794-8.0% | $3,203-19.8% |
| Admin fee / account holder | $2,740 | $3,771-27.3% | $4,815-43.1% | $4,296-36.2% |