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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 | $86,938-81.6% | $102,423-84.4% | $80,925-80.3% |
| Participation rate | 89.5% | 72.4%+17.1pp | 76.5%+13.0pp | 67.7%+21.8pp |
| Annual return | 7.47% | 18.89%-11.4pp | 29.42%-22.0pp | 35.65%-28.2pp |
| Employer contribution / active EE | $1,172 | $2,369-50.5% | $3,023-61.2% | $2,756-57.5% |
| Participant deferral / active EE | $1,948 | $4,120-52.7% | $5,054-61.5% | $4,299-54.7% |
| Admin fee / account holder | $6,216 | $8,053-22.8% | $9,455-34.2% | $6,940-10.4% |