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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 | $11,840 | $54,757-78.4% | $90,304-86.9% | $72,975-83.8% |
| Participation rate | 98.6% | 65.2%+33.4pp | 73.3%+25.3pp | 69.5%+29.1pp |
| Annual return | 13.50% | 30.63%-17.1pp | 78.13%-64.6pp | 81.01%-67.5pp |
| Employer contribution / active EE | $1,238 | $2,093-40.9% | $2,855-56.6% | $2,440-49.3% |
| Participant deferral / active EE | $1,174 | $2,887-59.3% | $3,885-69.8% | $3,608-67.4% |
| Admin fee / account holder | $1,885 | $3,973-52.6% | $5,354-64.8% | $5,124-63.2% |