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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 | $15,787 | $106,524-85.2% | $152,301-89.6% | $87,485-82.0% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.4%+6.7pp | 68.9%+20.3pp |
| Annual return | 12.39% | 26.89%-14.5pp | 80.50%-68.1pp | 26.06%-13.7pp |
| Employer contribution / active EE | $2,340 | $3,371-30.6% | $4,624-49.4% | $2,596-9.9% |
| Participant deferral / active EE | $2,579 | $6,525-60.5% | $8,004-67.8% | $4,274-39.7% |
| Admin fee / account holder | $5,279 | $8,287-36.3% | $14,398-63.3% | $7,775-32.1% |