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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 | $23,219 | $86,938-73.3% | $102,423-77.3% | $80,925-71.3% |
| Participation rate | 81.4% | 72.4%+9.0pp | 76.5%+4.9pp | 67.7%+13.7pp |
| Annual return | 9.40% | 18.89%-9.5pp | 29.42%-20.0pp | 35.65%-26.3pp |
| Employer contribution / active EE | $1,866 | $2,369-21.2% | $3,023-38.3% | $2,756-32.3% |
| Participant deferral / active EE | $2,761 | $4,120-33.0% | $5,054-45.4% | $4,299-35.8% |
| Admin fee / account holder | $1,220 | $8,053-84.9% | $9,455-87.1% | $6,940-82.4% |