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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 | $15,004 | $72,027-79.2% | $185,861-91.9% | $79,856-81.2% |
| Participation rate | 95.6% | 65.8%+29.8pp | 78.0%+17.5pp | 69.6%+25.9pp |
| Annual return | 7.49% | 23.13%-15.6pp | 35.96%-28.5pp | 31.71%-24.2pp |
| Employer contribution / active EE | $2,194 | $1,965+11.7% | $4,088-46.3% | $2,471-11.2% |
| Participant deferral / active EE | $2,145 | $3,780-43.3% | $5,634-61.9% | $3,741-42.7% |
| Admin fee / account holder | $4,194 | $4,513-7.1% | $9,503-55.9% | $5,306-21.0% |