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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 | $40,051 | $146,267-72.6% | $197,124-79.7% | $82,448-51.4% |
| Participation rate | 89.2% | 84.0%+5.2pp | 86.7%+2.5pp | 68.1%+21.1pp |
| Annual return | 8.82% | 29.61%-20.8pp | 44.34%-35.5pp | 41.64%-32.8pp |
| Employer contribution / active EE | $2,736 | $4,723-42.1% | $6,227-56.1% | $2,551+7.2% |
| Participant deferral / active EE | $5,746 | $7,035-18.3% | $9,135-37.1% | $4,139+38.8% |
| Admin fee / account holder | $36,265 | $14,422+151.5% | $16,298+122.5% | $7,234+401.3% |