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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 | $25,561 | $80,992-68.4% | $96,534-73.5% | $75,173-66.0% |
| Participation rate | 72.9% | 71.8%+1.1pp | 76.0%-3.1pp | 67.2%+5.7pp |
| Annual return | 11.28% | 27.05%-15.8pp | 25.88%-14.6pp | 160.72%-149.4pp |
| Employer contribution / active EE | $1,314 | $2,283-42.4% | $2,965-55.7% | $2,671-50.8% |
| Participant deferral / active EE | $2,191 | $3,929-44.3% | $4,851-54.8% | $4,126-46.9% |
| Admin fee / account holder | $2,962 | $6,717-55.9% | $8,253-64.1% | $5,651-47.6% |