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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 | $39,826 | $142,972-72.1% | $214,702-81.5% | $86,983-54.2% |
| Participation rate | 86.0% | 84.9%+1.1pp | 87.5%-1.5pp | 69.5%+16.5pp |
| Annual return | 6.20% | 18.49%-12.3pp | 54.55%-48.4pp | 25.83%-19.6pp |
| Employer contribution / active EE | $2,038 | $4,635-56.0% | $6,461-68.5% | $2,584-21.1% |
| Participant deferral / active EE | $3,529 | $6,568-46.3% | $9,147-61.4% | $4,194-15.9% |
| Admin fee / account holder | $1,497 | $17,617-91.5% | $19,830-92.4% | $7,856-80.9% |