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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 | $25,114 | $72,492-65.4% | $87,102-71.2% | $72,983-65.6% |
| Participation rate | 72.7% | 72.8%-0.1pp | 76.9%-4.1pp | 69.5%+3.2pp |
| Annual return | 14.20% | 24.46%-10.3pp | 28.19%-14.0pp | 81.01%-66.8pp |
| Employer contribution / active EE | $2,005 | $1,894+5.9% | $2,521-20.5% | $2,440-17.8% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,671 | $5,055-47.2% | $7,491-64.3% | $5,124-47.9% |