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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 | $18,039 | $54,541-66.9% | $78,778-77.1% | $70,126-74.3% |
| Participation rate | 75.7% | 60.8%+14.9pp | 69.2%+6.5pp | 69.5%+6.1pp |
| Annual return | 9.85% | 21.07%-11.2pp | 35.62%-25.8pp | 73.15%-63.3pp |
| Employer contribution / active EE | $758 | $1,089-30.4% | $1,986-61.8% | $2,343-67.6% |
| Participant deferral / active EE | $1,749 | $2,210-20.9% | $2,958-40.9% | $3,332-47.5% |
| Admin fee / account holder | $612 | $3,709-83.5% | $5,134-88.1% | $4,645-86.8% |