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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 | $146,267-84.0% | $197,124-88.1% | $82,448-71.6% |
| Participation rate | 84.8% | 84.0%+0.8pp | 86.7%-1.9pp | 68.1%+16.8pp |
| Annual return | 9.42% | 29.61%-20.2pp | 44.34%-34.9pp | 41.64%-32.2pp |
| Employer contribution / active EE | $2,111 | $4,723-55.3% | $6,227-66.1% | $2,551-17.3% |
| Participant deferral / active EE | $3,865 | $7,035-45.1% | $9,135-57.7% | $4,139-6.6% |
| Admin fee / account holder | $4,082 | $14,422-71.7% | $16,298-75.0% | $7,234-43.6% |