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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 | $86,938-67.4% | $102,423-72.3% | $80,925-64.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 9.51% | 18.89%-9.4pp | 29.42%-19.9pp | 35.65%-26.1pp |
| Employer contribution / active EE | $2,386 | $2,369+0.7% | $3,023-21.1% | $2,756-13.4% |
| Participant deferral / active EE | $5,206 | $4,120+26.3% | $5,054+3.0% | $4,299+21.1% |
| Admin fee / account holder | $2,682 | $8,053-66.7% | $9,455-71.6% | $6,940-61.4% |