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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 | $19,705 | $67,602-70.9% | $82,312-76.1% | $70,126-71.9% |
| Participation rate | 76.7% | 72.8%+3.9pp | 76.9%-0.2pp | 69.5%+7.1pp |
| Annual return | 10.06% | 21.57%-11.5pp | 25.88%-15.8pp | 73.15%-63.1pp |
| Employer contribution / active EE | $500 | $1,755-71.5% | $2,428-79.4% | $2,343-78.6% |
| Participant deferral / active EE | $1,541 | $2,987-48.4% | $3,706-58.4% | $3,332-53.7% |
| Admin fee / account holder | $3,641 | $4,512-19.3% | $5,608-35.1% | $4,645-21.6% |