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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 | $22,718 | $86,330-73.7% | $121,871-81.4% | $94,015-75.8% |
| Participation rate | 98.2% | 66.7%+31.6pp | 73.2%+25.1pp | 70.8%+27.4pp |
| Annual return | 8.86% | 14.95%-6.1pp | 13.57%-4.7pp | 17.84%-9.0pp |
| Employer contribution / active EE | $1,754 | $2,292-23.5% | $2,731-35.8% | $2,790-37.1% |
| Participant deferral / active EE | $0 | $3,146-100.0% | $4,318-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,225 | $7,346-83.3% | $11,551-89.4% | $8,951-86.3% |