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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 | $20,597 | $106,864-80.7% | $147,318-86.0% | $82,637-75.1% |
| Participation rate | 72.1% | 75.5%-3.4pp | 82.1%-10.0pp | 68.1%+4.0pp |
| Annual return | 11.76% | 27.49%-15.7pp | 70.43%-58.7pp | 53.51%-41.7pp |
| Employer contribution / active EE | $1,940 | $3,417-43.2% | $4,593-57.8% | $2,552-24.0% |
| Participant deferral / active EE | $3,389 | $6,496-47.8% | $7,906-57.1% | $4,126-17.9% |
| Admin fee / account holder | $6,948 | $8,415-17.4% | $13,708-49.3% | $7,339-5.3% |