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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 | $22,709 | $60,349-62.4% | $74,184-69.4% | $62,881-63.9% |
| Participation rate | 80.0% | 72.7%+7.3pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 3.12% | 21.38%-18.3pp | 17.74%-14.6pp | 20.14%-17.0pp |
| Employer contribution / active EE | $1,077 | $1,680-35.9% | $2,370-54.5% | $2,281-52.8% |
| Participant deferral / active EE | $1,462 | $2,856-48.8% | $3,550-58.8% | $3,203-54.4% |
| Admin fee / account holder | $1,173 | $4,261-72.5% | $5,586-79.0% | $4,296-72.7% |