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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 | $86,949-80.5% | $102,460-83.4% | $80,959-79.1% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.7%+18.0pp |
| Annual return | 9.23% | 18.89%-9.7pp | 29.47%-20.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,052 | $2,370-55.6% | $3,025-65.2% | $2,757-61.9% |
| Participant deferral / active EE | $2,745 | $4,121-33.4% | $5,056-45.7% | $4,300-36.2% |
| Admin fee / account holder | $27,839 | $8,048+245.9% | $9,460+194.3% | $6,925+302.0% |