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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 | $17,580 | $106,524-83.5% | $152,301-88.5% | $87,485-79.9% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.4%+3.8pp | 68.9%+17.3pp |
| Annual return | 10.96% | 26.89%-15.9pp | 80.50%-69.5pp | 26.06%-15.1pp |
| Employer contribution / active EE | $952 | $3,371-71.8% | $4,624-79.4% | $2,596-63.4% |
| Participant deferral / active EE | $3,806 | $6,525-41.7% | $8,004-52.4% | $4,274-10.9% |
| Admin fee / account holder | $5,673 | $8,287-31.5% | $14,398-60.6% | $7,775-27.0% |