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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 | $19,249 | $86,949-77.9% | $102,460-81.2% | $80,959-76.2% |
| Participation rate | 84.2% | 72.4%+11.8pp | 76.5%+7.7pp | 67.7%+16.5pp |
| Annual return | 3.75% | 18.89%-15.1pp | 29.47%-25.7pp | 35.67%-31.9pp |
| Employer contribution / active EE | $1,518 | $2,370-35.9% | $3,025-49.8% | $2,757-44.9% |
| Participant deferral / active EE | $3,986 | $4,121-3.3% | $5,056-21.2% | $4,300-7.3% |
| Admin fee / account holder | $6,105 | $8,048-24.1% | $9,460-35.5% | $6,925-11.8% |