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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 | $19,601 | $85,766-77.1% | $136,298-85.6% | $70,126-72.0% |
| Participation rate | 85.7% | 74.2%+11.6pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 10.90% | 31.46%-20.6pp | 5156.27%-5145.4pp | 73.15%-62.3pp |
| Employer contribution / active EE | $2,024 | $2,966-31.8% | $4,696-56.9% | $2,343-13.6% |
| Participant deferral / active EE | $3,753 | $5,051-25.7% | $6,247-39.9% | $3,332+12.6% |
| Admin fee / account holder | $1,552 | $5,421-71.4% | $9,244-83.2% | $4,645-66.6% |