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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 | $19,858 | $65,027-69.5% | $90,970-78.2% | $79,852-75.1% |
| Participation rate | 71.1% | 61.6%+9.4pp | 69.0%+2.0pp | 69.6%+1.4pp |
| Annual return | 7.97% | 30.45%-22.5pp | 134.58%-126.6pp | 31.72%-23.7pp |
| Employer contribution / active EE | $1,826 | $1,247+46.4% | $2,122-14.0% | $2,471-26.1% |
| Participant deferral / active EE | $2,131 | $2,512-15.1% | $3,373-36.8% | $3,740-43.0% |
| Admin fee / account holder | $4,525 | $4,535-0.2% | $5,960-24.1% | $5,306-14.7% |