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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 | $30,781 | $138,366-77.8% | $184,185-83.3% | $80,911-62.0% |
| Participation rate | 88.5% | 83.9%+4.6pp | 86.8%+1.6pp | 67.6%+20.8pp |
| Annual return | 9.21% | 20.02%-10.8pp | 28.81%-19.6pp | 35.63%-26.4pp |
| Employer contribution / active EE | $1,804 | $4,849-62.8% | $6,426-71.9% | $2,756-34.5% |
| Participant deferral / active EE | $4,654 | $7,074-34.2% | $9,132-49.0% | $4,297+8.3% |
| Admin fee / account holder | $12,840 | $10,484+22.5% | $13,909-7.7% | $6,935+85.2% |