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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 | $8,560 | $81,358-89.5% | $155,556-94.5% | $80,959-89.4% |
| Participation rate | 94.4% | 66.3%+28.2pp | 78.2%+16.2pp | 67.7%+26.8pp |
| Annual return | 9.70% | 33.39%-23.7pp | 64.84%-55.1pp | 35.67%-26.0pp |
| Employer contribution / active EE | $3,419 | $3,106+10.1% | $4,675-26.9% | $2,757+24.0% |
| Participant deferral / active EE | $4,074 | $3,455+17.9% | $5,631-27.6% | $4,300-5.3% |
| Admin fee / account holder | $8,517 | $7,994+6.5% | $15,885-46.4% | $6,925+23.0% |