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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 | $36,680 | $115,931-68.4% | $185,441-80.2% | $86,983-57.8% |
| Participation rate | 80.8% | 73.6%+7.1pp | 80.3%+0.5pp | 69.5%+11.2pp |
| Annual return | 9.93% | 21.47%-11.5pp | 20.16%-10.2pp | 25.83%-15.9pp |
| Employer contribution / active EE | $1,402 | $2,937-52.3% | $4,672-70.0% | $2,584-45.8% |
| Participant deferral / active EE | $2,431 | $4,551-46.6% | $6,152-60.5% | $4,194-42.0% |
| Admin fee / account holder | $6,152 | $10,687-42.4% | $17,890-65.6% | $7,856-21.7% |