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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 | $11,807 | $48,078-75.4% | $78,676-85.0% | $62,881-81.2% |
| Participation rate | 85.3% | 65.2%+20.1pp | 73.6%+11.7pp | 69.3%+16.0pp |
| Annual return | 4.25% | 31.36%-27.1pp | 62.19%-57.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,015 | $2,015-49.6% | $2,850-64.4% | $2,281-55.5% |
| Participant deferral / active EE | $1,207 | $2,587-53.3% | $3,517-65.7% | $3,203-62.3% |
| Admin fee / account holder | $1,159 | $3,206-63.8% | $4,510-74.3% | $4,296-73.0% |