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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 | $20,104 | $78,428-74.4% | $95,960-79.1% | $79,852-74.8% |
| Participation rate | 88.5% | 73.5%+15.0pp | 77.1%+11.4pp | 69.6%+18.8pp |
| Annual return | 2.68% | 19.37%-16.7pp | 91.63%-89.0pp | 31.72%-29.0pp |
| Employer contribution / active EE | $1,229 | $1,945-36.8% | $2,541-51.6% | $2,471-50.3% |
| Participant deferral / active EE | $1,612 | $3,440-53.2% | $4,167-61.3% | $3,740-56.9% |
| Admin fee / account holder | $3,905 | $5,622-30.5% | $6,797-42.5% | $5,306-26.4% |