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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 | $28,318 | $108,825-74.0% | $156,181-81.9% | $82,448-65.7% |
| Participation rate | 87.5% | 72.4%+15.1pp | 78.8%+8.7pp | 68.1%+19.4pp |
| Annual return | 11.41% | 20.59%-9.2pp | 64.87%-53.5pp | 41.64%-30.2pp |
| Employer contribution / active EE | $2,105 | $2,870-26.7% | $4,294-51.0% | $2,551-17.5% |
| Participant deferral / active EE | $4,777 | $4,577+4.4% | $6,132-22.1% | $4,139+15.4% |
| Admin fee / account holder | $9,573 | $9,341+2.5% | $14,586-34.4% | $7,234+32.3% |