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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 | $29,147 | $86,940-66.5% | $102,434-71.5% | $80,935-64.0% |
| Participation rate | 89.3% | 72.4%+16.9pp | 76.5%+12.8pp | 67.7%+21.6pp |
| Annual return | 7.56% | 18.89%-11.3pp | 29.46%-21.9pp | 35.66%-28.1pp |
| Employer contribution / active EE | $1,087 | $2,370-54.1% | $3,023-64.1% | $2,757-60.6% |
| Participant deferral / active EE | $2,060 | $4,121-50.0% | $5,055-59.2% | $4,299-52.1% |
| Admin fee / account holder | $3,924 | $8,047-51.2% | $9,462-58.5% | $6,924-43.3% |