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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 | $22,407 | $138,386-83.8% | $184,260-87.8% | $80,935-72.3% |
| Participation rate | 76.9% | 83.9%-7.0pp | 86.8%-9.9pp | 67.7%+9.3pp |
| Annual return | 1.31% | 20.02%-18.7pp | 28.84%-27.5pp | 35.66%-34.3pp |
| Employer contribution / active EE | $3,559 | $4,851-26.6% | $6,427-44.6% | $2,757+29.1% |
| Participant deferral / active EE | $11,323 | $7,076+60.0% | $9,133+24.0% | $4,299+163.4% |
| Admin fee / account holder | $4,201 | $10,489-59.9% | $13,898-69.8% | $6,924-39.3% |