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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 | $25,410 | $86,922-70.8% | $102,438-75.2% | $80,874-68.6% |
| Participation rate | 89.3% | 72.4%+16.9pp | 76.5%+12.8pp | 67.6%+21.6pp |
| Annual return | 7.88% | 18.90%-11.0pp | 29.37%-21.5pp | 35.62%-27.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,045 | $4,119-1.8% | $5,054-20.0% | $4,297-5.9% |
| Admin fee / account holder | $884 | $8,050-89.0% | $9,448-90.6% | $6,935-87.3% |