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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 | $19,241 | $60,349-68.1% | $74,184-74.1% | $62,881-69.4% |
| Participation rate | 97.1% | 72.7%+24.3pp | 76.6%+20.4pp | 69.3%+27.8pp |
| Annual return | 3.61% | 21.38%-17.8pp | 17.74%-14.1pp | 20.14%-16.5pp |
| Employer contribution / active EE | $1,549 | $1,680-7.8% | $2,370-34.6% | $2,281-32.1% |
| Participant deferral / active EE | $3,923 | $2,856+37.4% | $3,550+10.5% | $3,203+22.5% |
| Admin fee / account holder | $4,563 | $4,261+7.1% | $5,586-18.3% | $4,296+6.2% |