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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 | $20,266 | $79,557-74.5% | $118,746-82.9% | $70,126-71.1% |
| Participation rate | 86.4% | 71.4%+15.0pp | 78.3%+8.1pp | 69.5%+16.8pp |
| Annual return | 4.92% | 25.64%-20.7pp | 24.54%-19.6pp | 73.15%-68.2pp |
| Employer contribution / active EE | $3,080 | $2,861+7.6% | $4,193-26.6% | $2,343+31.5% |
| Participant deferral / active EE | $2,084 | $4,089-49.0% | $5,332-60.9% | $3,332-37.4% |
| Admin fee / account holder | $1,269 | $5,374-76.4% | $10,720-88.2% | $4,645-72.7% |