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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 | $6,186 | $81,403-92.4% | $147,027-95.8% | $87,485-92.9% |
| Participation rate | 79.3% | 63.4%+15.9pp | 73.7%+5.6pp | 68.9%+10.4pp |
| Annual return | 10.04% | 16.51%-6.5pp | 20.23%-10.2pp | 26.06%-16.0pp |
| Employer contribution / active EE | $3,448 | $2,205+56.4% | $3,626-4.9% | $2,596+32.8% |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,933-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,148 | $6,755-68.2% | $12,223-82.4% | $7,775-72.4% |