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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 | $15,040 | $63,365-76.3% | $91,994-83.7% | $72,975-79.4% |
| Participation rate | 80.8% | 72.5%+8.3pp | 78.6%+2.1pp | 69.5%+11.3pp |
| Annual return | 18.04% | 35.35%-17.3pp | 69.04%-51.0pp | 81.01%-63.0pp |
| Employer contribution / active EE | $1,113 | $2,116-47.4% | $3,453-67.8% | $2,440-54.4% |
| Participant deferral / active EE | $3,048 | $4,883-37.6% | $5,924-48.6% | $3,608-15.5% |
| Admin fee / account holder | $901 | $4,670-80.7% | $7,744-88.4% | $5,124-82.4% |