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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 | $25,509 | $86,919-70.7% | $102,457-75.1% | $80,911-68.5% |
| Participation rate | 92.2% | 72.4%+19.8pp | 76.5%+15.7pp | 67.6%+24.5pp |
| Annual return | 7.82% | 18.90%-11.1pp | 29.41%-21.6pp | 35.63%-27.8pp |
| Employer contribution / active EE | $708 | $2,368-70.1% | $3,022-76.6% | $2,756-74.3% |
| Participant deferral / active EE | $1,877 | $4,119-54.4% | $5,054-62.9% | $4,297-56.3% |
| Admin fee / account holder | $4,115 | $8,049-48.9% | $9,451-56.5% | $6,935-40.7% |