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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 | $16,958 | $86,922-80.5% | $102,438-83.4% | $80,874-79.0% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 9.23% | 18.90%-9.7pp | 29.37%-20.1pp | 35.62%-26.4pp |
| Employer contribution / active EE | $1,052 | $2,369-55.6% | $3,024-65.2% | $2,756-61.8% |
| Participant deferral / active EE | $2,745 | $4,119-33.4% | $5,054-45.7% | $4,297-36.1% |
| Admin fee / account holder | $27,839 | $8,050+245.8% | $9,448+194.7% | $6,935+301.4% |