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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 | $11,767 | $86,919-86.5% | $102,457-88.5% | $80,911-85.5% |
| Participation rate | 94.3% | 72.4%+22.0pp | 76.5%+17.8pp | 67.6%+26.7pp |
| Annual return | 3.42% | 18.90%-15.5pp | 29.41%-26.0pp | 35.63%-32.2pp |
| Employer contribution / active EE | $1,936 | $2,368-18.3% | $3,022-36.0% | $2,756-29.8% |
| Participant deferral / active EE | $3,252 | $4,119-21.1% | $5,054-35.7% | $4,297-24.3% |
| Admin fee / account holder | $2,620 | $8,049-67.5% | $9,451-72.3% | $6,935-62.2% |