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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 | $22,209 | $114,712-80.6% | $173,730-87.2% | $87,485-74.6% |
| Participation rate | 97.4% | 73.0%+24.4pp | 79.6%+17.8pp | 68.9%+28.4pp |
| Annual return | 8.07% | 20.18%-12.1pp | 19.96%-11.9pp | 26.06%-18.0pp |
| Employer contribution / active EE | $897 | $2,904-69.1% | $4,577-80.4% | $2,596-65.4% |
| Participant deferral / active EE | $3,154 | $4,642-32.1% | $6,326-50.2% | $4,274-26.2% |
| Admin fee / account holder | $6,147 | $10,210-39.8% | $17,523-64.9% | $7,775-20.9% |