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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 | $15,625 | $93,057-83.2% | $153,500-89.8% | $80,925-80.7% |
| Participation rate | 94.7% | 69.0%+25.8pp | 77.1%+17.6pp | 67.7%+27.1pp |
| Annual return | 6.71% | 19.96%-13.2pp | 15.70%-9.0pp | 35.65%-28.9pp |
| Employer contribution / active EE | $1,463 | $3,507-58.3% | $5,039-71.0% | $2,756-46.9% |
| Participant deferral / active EE | $3,330 | $5,179-35.7% | $6,756-50.7% | $4,299-22.5% |
| Admin fee / account holder | $1,496 | $8,885-83.2% | $12,736-88.3% | $6,940-78.4% |