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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 | $15,368 | $76,371-79.9% | $93,621-83.6% | $72,975-78.9% |
| Participation rate | 96.2% | 71.8%+24.4pp | 75.8%+20.3pp | 69.5%+26.7pp |
| Annual return | 11.65% | 25.82%-14.2pp | 32.76%-21.1pp | 81.01%-69.4pp |
| Employer contribution / active EE | $1,424 | $2,276-37.4% | $2,719-47.6% | $2,440-41.6% |
| Participant deferral / active EE | $3,048 | $3,538-13.8% | $4,070-25.1% | $3,608-15.5% |
| Admin fee / account holder | $3,038 | $6,839-55.6% | $7,890-61.5% | $5,124-40.7% |