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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 | $80,855-92.3% | $153,416-96.0% | $86,983-92.9% |
| Participation rate | 79.3% | 64.1%+15.2pp | 74.3%+5.0pp | 69.5%+9.8pp |
| Annual return | 10.04% | 16.18%-6.1pp | 17.84%-7.8pp | 25.83%-15.8pp |
| Employer contribution / active EE | $3,448 | $2,308+49.4% | $3,764-8.4% | $2,584+33.4% |
| Participant deferral / active EE | $0 | $3,333-100.0% | $4,723-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,148 | $6,908-68.9% | $13,095-83.6% | $7,856-72.7% |