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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 | $34,303 | $138,393-75.2% | $184,256-81.4% | $80,959-57.6% |
| Participation rate | 72.0% | 83.9%-11.9pp | 86.8%-14.8pp | 67.7%+4.3pp |
| Annual return | 5.52% | 20.01%-14.5pp | 28.85%-23.3pp | 35.67%-30.2pp |
| Employer contribution / active EE | $1,801 | $4,847-62.9% | $6,427-72.0% | $2,757-34.7% |
| Participant deferral / active EE | $3,591 | $7,076-49.2% | $9,133-60.7% | $4,300-16.5% |
| Admin fee / account holder | $3,549 | $10,489-66.2% | $13,899-74.5% | $6,925-48.8% |