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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 | $21,178 | $76,371-72.3% | $93,621-77.4% | $72,975-71.0% |
| Participation rate | 81.7% | 71.8%+9.9pp | 75.8%+5.8pp | 69.5%+12.2pp |
| Annual return | 2.69% | 25.82%-23.1pp | 32.76%-30.1pp | 81.01%-78.3pp |
| Employer contribution / active EE | $1,216 | $2,276-46.6% | $2,719-55.3% | $2,440-50.2% |
| Participant deferral / active EE | $2,598 | $3,538-26.6% | $4,070-36.2% | $3,608-28.0% |
| Admin fee / account holder | $1,749 | $6,839-74.4% | $7,890-77.8% | $5,124-65.9% |