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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 | $13,223 | $81,504-83.8% | $102,437-87.1% | $80,959-83.7% |
| Participation rate | 97.0% | 66.9%+30.1pp | 74.5%+22.5pp | 67.7%+29.3pp |
| Annual return | 9.86% | 25.60%-15.7pp | 24.95%-15.1pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,946 | $3,104-37.3% | $3,871-49.7% | $2,757-29.4% |
| Participant deferral / active EE | $3,500 | $3,871-9.6% | $5,060-30.8% | $4,300-18.6% |
| Admin fee / account holder | $1,133 | $6,719-83.1% | $8,388-86.5% | $6,925-83.6% |