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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 | $33,974 | $109,620-69.0% | $148,496-77.1% | $94,015-63.9% |
| Participation rate | 88.5% | 71.3%+17.2pp | 76.0%+12.4pp | 70.8%+17.6pp |
| Annual return | 10.40% | 17.54%-7.1pp | 12.33%-1.9pp | 17.84%-7.4pp |
| Employer contribution / active EE | $2,084 | $2,618-20.4% | $3,497-40.4% | $2,790-25.3% |
| Participant deferral / active EE | $2,836 | $3,831-26.0% | $4,808-41.0% | $4,249-33.3% |
| Admin fee / account holder | $32,749 | $10,050+225.9% | $19,547+67.5% | $8,951+265.9% |