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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 | $12,534 | $86,949-85.6% | $102,460-87.8% | $80,959-84.5% |
| Participation rate | 89.2% | 72.4%+16.8pp | 76.5%+12.7pp | 67.7%+21.6pp |
| Annual return | 8.86% | 18.89%-10.0pp | 29.47%-20.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $864 | $2,370-63.5% | $3,025-71.4% | $2,757-68.7% |
| Participant deferral / active EE | $3,108 | $4,121-24.6% | $5,056-38.5% | $4,300-27.7% |
| Admin fee / account holder | $888 | $8,048-89.0% | $9,460-90.6% | $6,925-87.2% |