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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 | $32,812 | $138,386-76.3% | $184,260-82.2% | $80,935-59.5% |
| Participation rate | 78.6% | 83.9%-5.3pp | 86.8%-8.3pp | 67.7%+10.9pp |
| Annual return | 10.51% | 20.02%-9.5pp | 28.84%-18.3pp | 35.66%-25.2pp |
| Employer contribution / active EE | $1,992 | $4,851-58.9% | $6,427-69.0% | $2,757-27.7% |
| Participant deferral / active EE | $3,999 | $7,076-43.5% | $9,133-56.2% | $4,299-7.0% |
| Admin fee / account holder | $18,637 | $10,489+77.7% | $13,898+34.1% | $6,924+169.1% |