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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 | $7,079 | $53,774-86.8% | $134,162-94.7% | $79,852-91.1% |
| Participation rate | 72.5% | 58.8%+13.7pp | 72.2%+0.3pp | 69.6%+2.9pp |
| Annual return | 9.82% | 19.01%-9.2pp | 36.35%-26.5pp | 31.72%-21.9pp |
| Employer contribution / active EE | $903 | $1,322-31.7% | $3,705-75.6% | $2,471-63.5% |
| Participant deferral / active EE | $1,137 | $2,420-53.0% | $3,500-67.5% | $3,740-69.6% |
| Admin fee / account holder | $1,600 | $3,985-59.8% | $6,685-76.1% | $5,306-69.8% |