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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 | $104,098-69.1% | $140,514-77.1% | $94,015-65.7% |
| Participation rate | 96.6% | 73.7%+22.8pp | 77.8%+18.8pp | 70.8%+25.7pp |
| Annual return | 8.17% | 15.14%-7.0pp | 14.36%-6.2pp | 17.84%-9.7pp |
| Employer contribution / active EE | $1,681 | $2,388-29.6% | $3,378-50.3% | $2,790-39.8% |
| Participant deferral / active EE | $4,019 | $4,033-0.3% | $4,919-18.3% | $4,249-5.4% |
| Admin fee / account holder | $2,614 | $10,439-75.0% | $13,697-80.9% | $8,951-70.8% |