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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 | $8,349 | $110,240-92.4% | $96,544-91.4% | $139,487-94.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 2.88% | 26.41%-23.5pp | 25.88%-23.0pp | 373.84%-371.0pp |
| Employer contribution / active EE | $1,724 | $3,622-52.4% | $2,966-41.9% | $4,755-63.8% |
| Participant deferral / active EE | $4,827 | $5,549-13.0% | $4,851-0.5% | $6,713-28.1% |
| Admin fee / account holder | $389 | $11,602-96.6% | $8,254-95.3% | $11,407-96.6% |