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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 | $15,678 | $72,272-78.3% | $101,264-84.5% | $79,858-80.4% |
| Participation rate | 85.2% | 68.5%+16.7pp | 75.8%+9.4pp | 69.6%+15.5pp |
| Annual return | 7.04% | 22.30%-15.3pp | 46.48%-39.4pp | 31.72%-24.7pp |
| Employer contribution / active EE | $1,872 | $2,692-30.5% | $3,660-48.9% | $2,471-24.2% |
| Participant deferral / active EE | $3,682 | $3,282+12.2% | $4,370-15.7% | $3,740-1.5% |
| Admin fee / account holder | $2,416 | $4,401-45.1% | $5,947-59.4% | $5,306-54.5% |