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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 | $106,749-80.7% | $145,433-85.8% | $82,448-75.0% |
| Participation rate | 72.1% | 75.6%-3.6pp | 82.1%-10.0pp | 68.1%+4.0pp |
| Annual return | 11.76% | 27.59%-15.8pp | 66.58%-54.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,940 | $3,444-43.7% | $4,554-57.4% | $2,551-23.9% |
| Participant deferral / active EE | $3,389 | $6,519-48.0% | $7,897-57.1% | $4,139-18.1% |
| Admin fee / account holder | $6,948 | $8,390-17.2% | $13,129-47.1% | $7,234-4.0% |