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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 | $77,896-92.1% | $134,172-95.4% | $82,448-92.5% |
| Participation rate | 79.3% | 62.8%+16.5pp | 72.5%+6.8pp | 68.1%+11.2pp |
| Annual return | 10.04% | 18.21%-8.2pp | 25.30%-15.3pp | 41.64%-31.6pp |
| Employer contribution / active EE | $3,448 | $2,159+59.7% | $3,420+0.8% | $2,551+35.2% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,148 | $6,336-66.1% | $12,016-82.1% | $7,234-70.3% |