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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 | $14,421 | $56,894-74.7% | $84,753-83.0% | $62,881-77.1% |
| Participation rate | 89.2% | 68.5%+20.7pp | 76.6%+12.6pp | 69.3%+19.9pp |
| Annual return | 3.12% | 6.30%-3.2pp | 22.78%-19.7pp | 20.14%-17.0pp |
| Employer contribution / active EE | $4,124 | $2,400+71.8% | $3,574+15.4% | $2,281+80.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,051 | $3,581-70.7% | $5,333-80.3% | $4,296-75.5% |