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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 | $8,562 | $72,492-88.2% | $87,104-90.2% | $72,975-88.3% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.9%+0.9pp | 69.5%+8.3pp |
| Annual return | 14.25% | 24.46%-10.2pp | 28.19%-13.9pp | 81.01%-66.8pp |
| Employer contribution / active EE | $1,450 | $1,894-23.4% | $2,521-42.5% | $2,440-40.6% |
| Participant deferral / active EE | $1,556 | $3,270-52.4% | $4,048-61.6% | $3,608-56.9% |
| Admin fee / account holder | $10,039 | $5,055+98.6% | $7,491+34.0% | $5,124+95.9% |