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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 | $28,381 | $86,949-67.4% | $102,460-72.3% | $80,959-64.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 9.51% | 18.89%-9.4pp | 29.47%-20.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $2,386 | $2,370+0.7% | $3,025-21.1% | $2,757-13.5% |
| Participant deferral / active EE | $5,206 | $4,121+26.3% | $5,056+3.0% | $4,300+21.0% |
| Admin fee / account holder | $2,682 | $8,048-66.7% | $9,460-71.7% | $6,925-61.3% |