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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 | $11,603 | $59,839-80.6% | $81,988-85.8% | $79,858-85.5% |
| Participation rate | 92.6% | 61.6%+31.0pp | 69.3%+23.3pp | 69.6%+23.0pp |
| Annual return | 6.99% | 17.56%-10.6pp | 41.31%-34.3pp | 31.72%-24.7pp |
| Employer contribution / active EE | $1,429 | $1,713-16.6% | $2,498-42.8% | $2,471-42.2% |
| Participant deferral / active EE | $2,350 | $2,695-12.8% | $3,722-36.9% | $3,740-37.2% |
| Admin fee / account holder | $401 | $4,287-90.6% | $5,665-92.9% | $5,306-92.4% |