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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 | $28,427 | $83,485-65.9% | $125,192-77.3% | $72,975-61.0% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.7pp | 69.5%+25.0pp |
| Annual return | 7.21% | 25.77%-18.6pp | 43.79%-36.6pp | 81.01%-73.8pp |
| Employer contribution / active EE | $1,530 | $2,346-34.8% | $3,866-60.4% | $2,440-37.3% |
| Participant deferral / active EE | $2,611 | $3,586-27.2% | $4,937-47.1% | $3,608-27.6% |
| Admin fee / account holder | $1,650 | $5,518-70.1% | $9,704-83.0% | $5,124-67.8% |