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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 | $22,985 | $86,949-73.6% | $102,460-77.6% | $80,959-71.6% |
| Participation rate | 93.5% | 72.4%+21.2pp | 76.5%+17.0pp | 67.7%+25.9pp |
| Annual return | 10.30% | 18.89%-8.6pp | 29.47%-19.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,428 | $2,370-39.7% | $3,025-52.8% | $2,757-48.2% |
| Participant deferral / active EE | $2,133 | $4,121-48.3% | $5,056-57.8% | $4,300-50.4% |
| Admin fee / account holder | $888 | $8,048-89.0% | $9,460-90.6% | $6,925-87.2% |