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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 | $25,260 | $86,949-70.9% | $102,460-75.3% | $80,959-68.8% |
| Participation rate | 81.6% | 72.4%+9.2pp | 76.5%+5.1pp | 67.7%+13.9pp |
| Annual return | 8.99% | 18.89%-9.9pp | 29.47%-20.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,023 | $2,370-56.8% | $3,025-66.2% | $2,757-62.9% |
| Participant deferral / active EE | $2,999 | $4,121-27.2% | $5,056-40.7% | $4,300-30.3% |
| Admin fee / account holder | $2,569 | $8,048-68.1% | $9,460-72.8% | $6,925-62.9% |