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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 | $16,789 | $95,453-82.4% | $112,040-85.0% | $82,448-79.6% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 10.48% | 23.92%-13.4pp | 24.52%-14.0pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,872 | $2,318-19.2% | $2,954-36.6% | $2,551-26.6% |
| Participant deferral / active EE | $2,970 | $4,224-29.7% | $5,098-41.7% | $4,139-28.2% |
| Admin fee / account holder | $333 | $9,013-96.3% | $12,098-97.2% | $7,234-95.4% |