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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 | $143,969-72.3% | $199,883-80.1% | $82,637-51.8% |
| Participation rate | 86.0% | 84.1%+1.9pp | 86.8%-0.8pp | 68.1%+17.9pp |
| Annual return | 6.20% | 25.67%-19.5pp | 43.81%-37.6pp | 53.51%-47.3pp |
| Employer contribution / active EE | $2,038 | $4,632-56.0% | $6,261-67.5% | $2,552-20.2% |
| Participant deferral / active EE | $3,529 | $6,937-49.1% | $9,138-61.4% | $4,126-14.5% |
| Admin fee / account holder | $1,497 | $14,597-89.7% | $17,268-91.3% | $7,339-79.6% |