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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 | $86,919-73.6% | $102,457-77.6% | $80,911-71.6% |
| Participation rate | 93.5% | 72.4%+21.2pp | 76.5%+17.1pp | 67.6%+25.9pp |
| Annual return | 10.30% | 18.90%-8.6pp | 29.41%-19.1pp | 35.63%-25.3pp |
| Employer contribution / active EE | $1,428 | $2,368-39.7% | $3,022-52.7% | $2,756-48.2% |
| Participant deferral / active EE | $2,133 | $4,119-48.2% | $5,054-57.8% | $4,297-50.4% |
| Admin fee / account holder | $888 | $8,049-89.0% | $9,451-90.6% | $6,935-87.2% |