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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 | $16,873 | $86,949-80.6% | $102,460-83.5% | $80,959-79.2% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.7%+24.3pp |
| Annual return | 7.87% | 18.89%-11.0pp | 29.47%-21.6pp | 35.67%-27.8pp |
| Employer contribution / active EE | $771 | $2,370-67.5% | $3,025-74.5% | $2,757-72.0% |
| Participant deferral / active EE | $3,084 | $4,121-25.2% | $5,056-39.0% | $4,300-28.3% |
| Admin fee / account holder | $1,893 | $8,048-76.5% | $9,460-80.0% | $6,925-72.7% |