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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 | $14,871 | $69,590-78.6% | $136,867-89.1% | $94,015-84.2% |
| Participation rate | 89.2% | 66.3%+22.9pp | 74.5%+14.6pp | 70.8%+18.4pp |
| Annual return | 8.28% | 19.62%-11.3pp | 42.97%-34.7pp | 17.84%-9.6pp |
| Employer contribution / active EE | $2,224 | $2,396-7.2% | $3,547-37.3% | $2,790-20.3% |
| Participant deferral / active EE | $2,609 | $3,437-24.1% | $4,924-47.0% | $4,249-38.6% |
| Admin fee / account holder | $4,970 | $8,912-44.2% | $10,340-51.9% | $8,951-44.5% |