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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 | $86,940-70.7% | $102,434-75.1% | $80,935-68.5% |
| Participation rate | 92.2% | 72.4%+19.8pp | 76.5%+15.6pp | 67.7%+24.5pp |
| Annual return | 7.82% | 18.89%-11.1pp | 29.46%-21.6pp | 35.66%-27.8pp |
| Employer contribution / active EE | $708 | $2,370-70.1% | $3,023-76.6% | $2,757-74.3% |
| Participant deferral / active EE | $1,877 | $4,121-54.5% | $5,055-62.9% | $4,299-56.4% |
| Admin fee / account holder | $4,115 | $8,047-48.9% | $9,462-56.5% | $6,924-40.6% |