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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 | $10,934 | $45,211-75.8% | $56,429-80.6% | $70,126-84.4% |
| Participation rate | 91.4% | 73.6%+17.8pp | 80.0%+11.4pp | 69.5%+21.9pp |
| Annual return | 9.55% | 38.45%-28.9pp | 19.04%-9.5pp | 73.15%-63.6pp |
| Employer contribution / active EE | $1,547 | $2,737-43.5% | $3,405-54.6% | $2,343-34.0% |
| Participant deferral / active EE | $694 | $2,735-74.6% | $3,951-82.4% | $3,332-79.2% |
| Admin fee / account holder | $2,409 | $3,027-20.4% | $4,466-46.1% | $4,645-48.1% |