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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 | $13,810 | $91,167-84.9% | $178,498-92.3% | $79,858-82.7% |
| Participation rate | 85.2% | 69.2%+16.0pp | 81.9%+3.3pp | 69.6%+15.5pp |
| Annual return | 6.00% | 24.19%-18.2pp | 151.09%-145.1pp | 31.72%-25.7pp |
| Employer contribution / active EE | $640 | $3,255-80.3% | $5,011-87.2% | $2,471-74.1% |
| Participant deferral / active EE | $1,340 | $3,236-58.6% | $5,202-74.2% | $3,740-64.2% |
| Admin fee / account holder | $1,323 | $6,747-80.4% | $13,985-90.5% | $5,306-75.1% |