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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 | $28,082 | $138,386-79.7% | $184,260-84.8% | $80,935-65.3% |
| Participation rate | 70.2% | 83.9%-13.7pp | 86.8%-16.6pp | 67.7%+2.6pp |
| Annual return | 9.04% | 20.02%-11.0pp | 28.84%-19.8pp | 35.66%-26.6pp |
| Employer contribution / active EE | $1,767 | $4,851-63.6% | $6,427-72.5% | $2,757-35.9% |
| Participant deferral / active EE | $3,556 | $7,076-49.7% | $9,133-61.1% | $4,299-17.3% |
| Admin fee / account holder | $1,401 | $10,489-86.6% | $13,898-89.9% | $6,924-79.8% |