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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 | $6,338 | $73,787-91.4% | $98,716-93.6% | $82,448-92.3% |
| Participation rate | 96.8% | 61.4%+35.4pp | 69.3%+27.5pp | 68.1%+28.7pp |
| Annual return | 7.41% | 18.57%-11.2pp | 31.81%-24.4pp | 41.64%-34.2pp |
| Employer contribution / active EE | $1,195 | $1,511-20.9% | $2,279-47.5% | $2,551-53.1% |
| Participant deferral / active EE | $1,479 | $3,081-52.0% | $4,048-63.5% | $4,139-64.3% |
| Admin fee / account holder | $5,484 | $6,500-15.6% | $8,703-37.0% | $7,234-24.2% |