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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 | $23,860 | $86,949-72.6% | $102,460-76.7% | $80,959-70.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 9.53% | 18.89%-9.4pp | 29.47%-19.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $2,532 | $2,370+6.9% | $3,025-16.3% | $2,757-8.2% |
| Participant deferral / active EE | $5,856 | $4,121+42.1% | $5,056+15.8% | $4,300+36.2% |
| Admin fee / account holder | $4,808 | $8,048-40.3% | $9,460-49.2% | $6,925-30.6% |