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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 | $81,457-83.8% | $103,378-87.2% | $80,911-83.7% |
| Participation rate | 97.0% | 66.8%+30.1pp | 74.5%+22.5pp | 67.6%+29.3pp |
| Annual return | 9.86% | 25.58%-15.7pp | 24.91%-15.0pp | 35.63%-25.8pp |
| Employer contribution / active EE | $1,946 | $3,107-37.4% | $3,870-49.7% | $2,756-29.4% |
| Participant deferral / active EE | $3,500 | $3,871-9.6% | $5,058-30.8% | $4,297-18.5% |
| Admin fee / account holder | $1,133 | $6,717-83.1% | $8,401-86.5% | $6,935-83.7% |