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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 | $12,992 | $67,602-80.8% | $82,312-84.2% | $70,126-81.5% |
| Participation rate | 89.5% | 72.8%+16.7pp | 76.9%+12.6pp | 69.5%+19.9pp |
| Annual return | 12.10% | 21.57%-9.5pp | 25.88%-13.8pp | 73.15%-61.1pp |
| Employer contribution / active EE | $743 | $1,755-57.7% | $2,428-69.4% | $2,343-68.3% |
| Participant deferral / active EE | $2,294 | $2,987-23.2% | $3,706-38.1% | $3,332-31.1% |
| Admin fee / account holder | $2,480 | $4,512-45.0% | $5,608-55.8% | $4,645-46.6% |