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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 | $68,852-80.0% | $120,524-88.6% | $80,925-83.0% |
| Participation rate | 96.6% | 61.6%+34.9pp | 71.9%+24.6pp | 67.7%+28.9pp |
| Annual return | 8.08% | 23.67%-15.6pp | 107.36%-99.3pp | 35.65%-27.6pp |
| Employer contribution / active EE | $3,282 | $2,063+59.1% | $3,469-5.4% | $2,756+19.1% |
| Participant deferral / active EE | $2,439 | $3,187-23.5% | $4,994-51.2% | $4,299-43.3% |
| Admin fee / account holder | $1,242 | $5,781-78.5% | $9,440-86.8% | $6,940-82.1% |