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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 | $15,963 | $86,949-81.6% | $102,460-84.4% | $80,959-80.3% |
| Participation rate | 89.5% | 72.4%+17.1pp | 76.5%+13.0pp | 67.7%+21.8pp |
| Annual return | 7.47% | 18.89%-11.4pp | 29.47%-22.0pp | 35.67%-28.2pp |
| Employer contribution / active EE | $1,172 | $2,370-50.5% | $3,025-61.3% | $2,757-57.5% |
| Participant deferral / active EE | $1,948 | $4,121-52.7% | $5,056-61.5% | $4,300-54.7% |
| Admin fee / account holder | $6,216 | $8,048-22.8% | $9,460-34.3% | $6,925-10.2% |