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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 | $32,214 | $95,453-66.3% | $112,040-71.2% | $82,448-60.9% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.5%+20.1pp | 68.1%+28.5pp |
| Annual return | 8.17% | 23.92%-15.7pp | 24.52%-16.3pp | 41.64%-33.5pp |
| Employer contribution / active EE | $1,681 | $2,318-27.5% | $2,954-43.1% | $2,551-34.1% |
| Participant deferral / active EE | $4,019 | $4,224-4.8% | $5,098-21.2% | $4,139-2.9% |
| Admin fee / account holder | $2,614 | $9,013-71.0% | $12,098-78.4% | $7,234-63.9% |