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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 | $14,419 | $69,444-79.2% | $92,985-84.5% | $87,485-83.5% |
| Participation rate | 88.9% | 63.3%+25.6pp | 69.5%+19.4pp | 68.9%+20.0pp |
| Annual return | 12.11% | 23.85%-11.7pp | 27.99%-15.9pp | 26.06%-13.9pp |
| Employer contribution / active EE | $1,084 | $1,917-43.5% | $2,662-59.3% | $2,596-58.2% |
| Participant deferral / active EE | $1,945 | $3,364-42.2% | $4,377-55.6% | $4,274-54.5% |
| Admin fee / account holder | $590 | $6,137-90.4% | $9,463-93.8% | $7,775-92.4% |