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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 | $76,834-91.8% | $108,359-94.2% | $87,485-92.8% |
| Participation rate | 96.8% | 61.7%+35.0pp | 70.1%+26.7pp | 68.9%+27.8pp |
| Annual return | 7.41% | 19.09%-11.7pp | 36.89%-29.5pp | 26.06%-18.6pp |
| Employer contribution / active EE | $1,195 | $1,556-23.2% | $2,399-50.2% | $2,596-54.0% |
| Participant deferral / active EE | $1,479 | $3,100-52.3% | $4,137-64.3% | $4,274-65.4% |
| Admin fee / account holder | $5,484 | $6,537-16.1% | $9,741-43.7% | $7,775-29.5% |