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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 | $11,818 | $80,985-85.4% | $96,576-87.8% | $75,181-84.3% |
| Participation rate | 95.1% | 71.8%+23.3pp | 76.0%+19.1pp | 67.2%+27.9pp |
| Annual return | 12.18% | 27.05%-14.9pp | 25.87%-13.7pp | 160.69%-148.5pp |
| Employer contribution / active EE | $1,813 | $2,282-20.5% | $2,965-38.8% | $2,671-32.1% |
| Participant deferral / active EE | $3,052 | $3,929-22.3% | $4,851-37.1% | $4,126-26.0% |
| Admin fee / account holder | $1,459 | $6,719-78.3% | $8,253-82.3% | $5,650-74.2% |