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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 | $12,372 | $41,377-70.1% | $109,313-88.7% | $62,881-80.3% |
| Participation rate | 86.0% | 57.5%+28.4pp | 71.3%+14.7pp | 69.3%+16.7pp |
| Annual return | 2.79% | 11.05%-8.3pp | 22.07%-19.3pp | 20.14%-17.4pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,478 | $2,045+21.2% | $3,166-21.7% | $3,203-22.6% |
| Admin fee / account holder | $3,258 | $2,884+13.0% | $5,666-42.5% | $4,296-24.2% |