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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 | $9,948 | $54,757-81.8% | $90,300-89.0% | $72,983-86.4% |
| Participation rate | 79.3% | 65.1%+14.2pp | 73.3%+6.0pp | 69.5%+9.8pp |
| Annual return | 14.10% | 30.63%-16.5pp | 78.11%-64.0pp | 81.01%-66.9pp |
| Employer contribution / active EE | $1,159 | $2,092-44.6% | $2,854-59.4% | $2,440-52.5% |
| Participant deferral / active EE | $1,545 | $2,887-46.5% | $3,884-60.2% | $3,608-57.2% |
| Admin fee / account holder | $1,439 | $3,972-63.8% | $5,353-73.1% | $5,124-71.9% |