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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 | $19,255 | $106,749-82.0% | $145,433-86.8% | $82,448-76.6% |
| Participation rate | 73.2% | 75.6%-2.5pp | 82.1%-8.9pp | 68.1%+5.1pp |
| Annual return | 12.97% | 27.59%-14.6pp | 66.58%-53.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,204 | $3,444-65.1% | $4,554-73.6% | $2,551-52.8% |
| Participant deferral / active EE | $4,103 | $6,519-37.1% | $7,897-48.0% | $4,139-0.9% |
| Admin fee / account holder | $9,661 | $8,390+15.1% | $13,129-26.4% | $7,234+33.5% |