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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 | $97,550-67.0% | $120,344-73.2% | $87,485-63.2% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.7%+19.8pp | 68.9%+27.6pp |
| Annual return | 8.17% | 18.41%-10.2pp | 20.30%-12.1pp | 26.06%-17.9pp |
| Employer contribution / active EE | $1,681 | $2,291-26.6% | $3,020-44.4% | $2,596-35.3% |
| Participant deferral / active EE | $4,019 | $4,230-5.0% | $5,135-21.7% | $4,274-6.0% |
| Admin fee / account holder | $2,614 | $9,543-72.6% | $12,742-79.5% | $7,775-66.4% |