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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 | $110,137-74.3% | $161,149-82.4% | $82,637-65.7% |
| Participation rate | 87.5% | 72.4%+15.1pp | 78.8%+8.7pp | 68.1%+19.4pp |
| Annual return | 11.41% | 20.69%-9.3pp | 21.16%-9.8pp | 53.51%-42.1pp |
| Employer contribution / active EE | $2,105 | $2,856-26.3% | $4,360-51.7% | $2,552-17.5% |
| Participant deferral / active EE | $4,777 | $4,575+4.4% | $6,153-22.4% | $4,126+15.8% |
| Admin fee / account holder | $9,573 | $9,467+1.1% | $15,194-37.0% | $7,339+30.4% |