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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 | $23,496 | $95,453-75.4% | $112,040-79.0% | $82,448-71.5% |
| Participation rate | 81.3% | 72.8%+8.5pp | 76.5%+4.8pp | 68.1%+13.2pp |
| Annual return | 4.64% | 23.92%-19.3pp | 24.52%-19.9pp | 41.64%-37.0pp |
| Employer contribution / active EE | $1,182 | $2,318-49.0% | $2,954-60.0% | $2,551-53.7% |
| Participant deferral / active EE | $3,691 | $4,224-12.6% | $5,098-27.6% | $4,139-10.8% |
| Admin fee / account holder | $820 | $9,013-90.9% | $12,098-93.2% | $7,234-88.7% |