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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 | $32,475 | $95,453-66.0% | $112,040-71.0% | $82,448-60.6% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.5%-6.1pp | 68.1%+2.3pp |
| Annual return | 9.13% | 23.92%-14.8pp | 24.52%-15.4pp | 41.64%-32.5pp |
| Employer contribution / active EE | $1,957 | $2,318-15.6% | $2,954-33.8% | $2,551-23.3% |
| Participant deferral / active EE | $3,585 | $4,224-15.1% | $5,098-29.7% | $4,139-13.4% |
| Admin fee / account holder | $29,984 | $9,013+232.7% | $12,098+147.8% | $7,234+314.5% |