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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 | $22,000 | $114,712-80.8% | $173,730-87.3% | $87,485-74.9% |
| Participation rate | 97.3% | 73.0%+24.3pp | 79.6%+17.7pp | 68.9%+28.4pp |
| Annual return | 11.84% | 20.18%-8.3pp | 19.96%-8.1pp | 26.06%-14.2pp |
| Employer contribution / active EE | $2,735 | $2,904-5.8% | $4,577-40.2% | $2,596+5.4% |
| Participant deferral / active EE | $2,379 | $4,642-48.7% | $6,326-62.4% | $4,274-44.3% |
| Admin fee / account holder | $2,400 | $10,210-76.5% | $17,523-86.3% | $7,775-69.1% |