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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 | $27,109 | $97,648-72.2% | $121,663-77.7% | $87,485-69.0% |
| Participation rate | 94.1% | 70.5%+23.6pp | 74.5%+19.6pp | 68.9%+25.2pp |
| Annual return | 11.25% | 18.03%-6.8pp | 147.54%-136.3pp | 26.06%-14.8pp |
| Employer contribution / active EE | $2,812 | $2,300+22.3% | $3,020-6.9% | $2,596+8.3% |
| Participant deferral / active EE | $6,767 | $3,923+72.5% | $4,887+38.5% | $4,274+58.3% |
| Admin fee / account holder | $2,008 | $11,100-81.9% | $14,289-85.9% | $7,775-74.2% |