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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 | $19,401 | $81,504-76.2% | $102,437-81.1% | $80,959-76.0% |
| Participation rate | 94.3% | 66.9%+27.4pp | 74.5%+19.8pp | 67.7%+26.6pp |
| Annual return | 5.85% | 25.60%-19.7pp | 24.95%-19.1pp | 35.67%-29.8pp |
| Employer contribution / active EE | $1,714 | $3,104-44.8% | $3,871-55.7% | $2,757-37.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,484 | $6,719-48.2% | $8,388-58.5% | $6,925-49.7% |