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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 | $14,083 | $86,050-83.6% | $189,758-92.6% | $94,015-85.0% |
| Participation rate | 88.9% | 68.9%+20.0pp | 79.8%+9.1pp | 70.8%+18.1pp |
| Annual return | 6.56% | 17.77%-11.2pp | 52.62%-46.1pp | 17.84%-11.3pp |
| Employer contribution / active EE | $1,557 | $2,819-44.8% | $4,767-67.3% | $2,790-44.2% |
| Participant deferral / active EE | $1,391 | $3,349-58.5% | $5,856-76.2% | $4,249-67.3% |
| Admin fee / account holder | $9,936 | $6,627+49.9% | $20,388-51.3% | $8,951+11.0% |