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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 | $27,379 | $78,428-65.1% | $95,960-71.5% | $79,852-65.7% |
| Participation rate | 84.6% | 73.5%+11.1pp | 77.1%+7.5pp | 69.6%+15.0pp |
| Annual return | 8.94% | 19.37%-10.4pp | 91.63%-82.7pp | 31.72%-22.8pp |
| Employer contribution / active EE | $1,196 | $1,945-38.5% | $2,541-52.9% | $2,471-51.6% |
| Participant deferral / active EE | $1,641 | $3,440-52.3% | $4,167-60.6% | $3,740-56.1% |
| Admin fee / account holder | $1,329 | $5,622-76.4% | $6,797-80.4% | $5,306-74.9% |