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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 | $12,575 | $68,852-81.7% | $120,524-89.6% | $80,925-84.5% |
| Participation rate | 88.5% | 61.6%+26.8pp | 71.9%+16.5pp | 67.7%+20.8pp |
| Annual return | 9.60% | 23.67%-14.1pp | 107.36%-97.8pp | 35.65%-26.0pp |
| Employer contribution / active EE | $1,711 | $2,063-17.1% | $3,469-50.7% | $2,756-37.9% |
| Participant deferral / active EE | $1,217 | $3,187-61.8% | $4,994-75.6% | $4,299-71.7% |
| Admin fee / account holder | $713 | $5,781-87.7% | $9,440-92.4% | $6,940-89.7% |