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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 | $11,751 | $86,949-86.5% | $102,460-88.5% | $80,959-85.5% |
| Participation rate | 91.2% | 72.4%+18.8pp | 76.5%+14.7pp | 67.7%+23.5pp |
| Annual return | 8.09% | 18.89%-10.8pp | 29.47%-21.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $1,641 | $2,370-30.8% | $3,025-45.8% | $2,757-40.5% |
| Participant deferral / active EE | $2,500 | $4,121-39.3% | $5,056-50.5% | $4,300-41.9% |
| Admin fee / account holder | $940 | $8,048-88.3% | $9,460-90.1% | $6,925-86.4% |