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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 | $13,784 | $68,573-79.9% | $120,368-88.5% | $80,874-83.0% |
| Participation rate | 96.6% | 61.6%+35.0pp | 71.9%+24.6pp | 67.6%+28.9pp |
| Annual return | 8.08% | 23.61%-15.5pp | 107.26%-99.2pp | 35.62%-27.5pp |
| Employer contribution / active EE | $3,282 | $2,052+60.0% | $3,465-5.3% | $2,756+19.1% |
| Participant deferral / active EE | $2,439 | $3,174-23.2% | $4,991-51.1% | $4,297-43.2% |
| Admin fee / account holder | $1,242 | $5,734-78.3% | $9,429-86.8% | $6,935-82.1% |