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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 | $12,512 | $95,453-86.9% | $112,040-88.8% | $82,448-84.8% |
| Participation rate | 98.3% | 72.8%+25.6pp | 76.5%+21.8pp | 68.1%+30.3pp |
| Annual return | 12.22% | 23.92%-11.7pp | 24.52%-12.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,436 | $2,318-38.0% | $2,954-51.4% | $2,551-43.7% |
| Participant deferral / active EE | $3,308 | $4,224-21.7% | $5,098-35.1% | $4,139-20.1% |
| Admin fee / account holder | $3,495 | $9,013-61.2% | $12,098-71.1% | $7,234-51.7% |