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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 | $23,215 | $138,385-83.2% | $184,243-87.4% | $80,925-71.3% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.2pp | 67.7%+24.3pp |
| Annual return | 7.25% | 20.02%-12.8pp | 28.82%-21.6pp | 35.65%-28.4pp |
| Employer contribution / active EE | $2,216 | $4,851-54.3% | $6,427-65.5% | $2,756-19.6% |
| Participant deferral / active EE | $3,677 | $7,075-48.0% | $9,132-59.7% | $4,299-14.5% |
| Admin fee / account holder | $9,772 | $10,489-6.8% | $13,914-29.8% | $6,940+40.8% |