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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 | $29,195 | $97,550-70.1% | $120,344-75.7% | $87,485-66.6% |
| Participation rate | 70.5% | 72.8%-2.3pp | 76.7%-6.2pp | 68.9%+1.6pp |
| Annual return | 4.91% | 18.41%-13.5pp | 20.30%-15.4pp | 26.06%-21.1pp |
| Employer contribution / active EE | $927 | $2,291-59.5% | $3,020-69.3% | $2,596-64.3% |
| Participant deferral / active EE | $3,483 | $4,230-17.7% | $5,135-32.2% | $4,274-18.5% |
| Admin fee / account holder | $5,272 | $9,543-44.8% | $12,742-58.6% | $7,775-32.2% |