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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 | $9,332 | $106,524-91.2% | $152,301-93.9% | $87,485-89.3% |
| Participation rate | 91.7% | 75.8%+15.9pp | 82.4%+9.2pp | 68.9%+22.7pp |
| Annual return | 12.31% | 26.89%-14.6pp | 80.50%-68.2pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,202 | $3,371-64.4% | $4,624-74.0% | $2,596-53.7% |
| Participant deferral / active EE | $4,607 | $6,525-29.4% | $8,004-42.4% | $4,274+7.8% |
| Admin fee / account holder | $6,730 | $8,287-18.8% | $14,398-53.3% | $7,775-13.4% |