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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 | $17,452 | $67,602-74.2% | $82,312-78.8% | $70,126-75.1% |
| Participation rate | 84.2% | 72.8%+11.4pp | 76.9%+7.3pp | 69.5%+14.7pp |
| Annual return | 11.91% | 21.57%-9.7pp | 25.88%-14.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,597 | $1,755-9.0% | $2,428-34.2% | $2,343-31.8% |
| Participant deferral / active EE | $2,636 | $2,987-11.8% | $3,706-28.9% | $3,332-20.9% |
| Admin fee / account holder | $1,002 | $4,512-77.8% | $5,608-82.1% | $4,645-78.4% |