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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 | $95,404-66.0% | $113,397-71.4% | $82,637-60.7% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.5%-6.1pp | 68.1%+2.3pp |
| Annual return | 9.13% | 19.08%-9.9pp | 23.20%-14.1pp | 53.51%-44.4pp |
| Employer contribution / active EE | $1,957 | $2,307-15.2% | $2,977-34.3% | $2,552-23.3% |
| Participant deferral / active EE | $3,585 | $4,220-15.0% | $5,076-29.4% | $4,126-13.1% |
| Admin fee / account holder | $29,984 | $9,168+227.0% | $11,957+150.8% | $7,339+308.6% |