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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 | $26,083 | $86,949-70.0% | $102,460-74.5% | $80,959-67.8% |
| Participation rate | 91.3% | 72.4%+18.9pp | 76.5%+14.8pp | 67.7%+23.6pp |
| Annual return | 9.08% | 18.89%-9.8pp | 29.47%-20.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $1,941 | $2,370-18.1% | $3,025-35.8% | $2,757-29.6% |
| Participant deferral / active EE | $3,122 | $4,121-24.2% | $5,056-38.3% | $4,300-27.4% |
| Admin fee / account holder | $3,780 | $8,048-53.0% | $9,460-60.0% | $6,925-45.4% |