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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 | $20,046 | $67,602-70.3% | $82,312-75.6% | $70,126-71.4% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 11.41% | 21.57%-10.2pp | 25.88%-14.5pp | 73.15%-61.7pp |
| Employer contribution / active EE | $1,617 | $1,755-7.9% | $2,428-33.4% | $2,343-31.0% |
| Participant deferral / active EE | $2,103 | $2,987-29.6% | $3,706-43.2% | $3,332-36.9% |
| Admin fee / account holder | $3,913 | $4,512-13.3% | $5,608-30.2% | $4,645-15.8% |