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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 | $31,785 | $138,386-77.0% | $184,260-82.8% | $80,935-60.7% |
| Participation rate | 77.8% | 83.9%-6.1pp | 86.8%-9.0pp | 67.7%+10.1pp |
| Annual return | 10.83% | 20.02%-9.2pp | 28.84%-18.0pp | 35.66%-24.8pp |
| Employer contribution / active EE | $3,241 | $4,851-33.2% | $6,427-49.6% | $2,757+17.6% |
| Participant deferral / active EE | $3,972 | $7,076-43.9% | $9,133-56.5% | $4,299-7.6% |
| Admin fee / account holder | $3,321 | $10,489-68.3% | $13,898-76.1% | $6,924-52.0% |