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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 | $23,377 | $145,431-83.9% | $211,142-88.9% | $87,485-73.3% |
| Participation rate | 84.8% | 84.7%+0.1pp | 87.3%-2.4pp | 68.9%+15.9pp |
| Annual return | 9.42% | 27.21%-17.8pp | 46.84%-37.4pp | 26.06%-16.6pp |
| Employer contribution / active EE | $2,111 | $4,662-54.7% | $6,442-67.2% | $2,596-18.7% |
| Participant deferral / active EE | $3,865 | $6,859-43.6% | $9,284-58.4% | $4,274-9.6% |
| Admin fee / account holder | $4,082 | $17,052-76.1% | $19,076-78.6% | $7,775-47.5% |