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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 | $27,462 | $110,137-75.1% | $161,149-83.0% | $82,637-66.8% |
| Participation rate | 90.3% | 72.4%+18.0pp | 78.8%+11.5pp | 68.1%+22.3pp |
| Annual return | 10.44% | 20.69%-10.2pp | 21.16%-10.7pp | 53.51%-43.1pp |
| Employer contribution / active EE | $1,360 | $2,856-52.4% | $4,360-68.8% | $2,552-46.7% |
| Participant deferral / active EE | $2,761 | $4,575-39.7% | $6,153-55.1% | $4,126-33.1% |
| Admin fee / account holder | $1,842 | $9,467-80.5% | $15,194-87.9% | $7,339-74.9% |