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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 | $18,303 | $89,532-79.6% | $103,447-82.3% | $80,925-77.4% |
| Participation rate | 84.2% | 76.0%+8.2pp | 80.5%+3.7pp | 67.7%+16.6pp |
| Annual return | 11.36% | 22.80%-11.4pp | 23.92%-12.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $2,610 | $4,023-35.1% | $4,678-44.2% | $2,756-5.3% |
| Participant deferral / active EE | $5,794 | $5,459+6.1% | $6,624-12.5% | $4,299+34.8% |
| Admin fee / account holder | $7,041 | $6,774+3.9% | $9,415-25.2% | $6,940+1.5% |