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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 | $48,761 | $126,636-61.5% | $312,151-84.4% | $116,462-58.1% |
| Participation rate | 78.8% | 82.6%-3.8pp | 89.1%-10.3pp | 74.7%+4.1pp |
| Annual return | 8.35% | 15.31%-7.0pp | 1.82%+6.5pp | 15.65%-7.3pp |
| Employer contribution / active EE | $1,863 | $3,444-45.9% | $8,031-76.8% | $3,231-42.3% |
| Participant deferral / active EE | $2,995 | $4,369-31.4% | $5,370-44.2% | $3,836-21.9% |
| Admin fee / account holder | $704 | $16,098-95.6% | $51,799-98.6% | $12,754-94.5% |