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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 | $11,676 | $84,236-86.1% | $170,435-93.1% | $70,126-83.3% |
| Participation rate | 92.3% | 70.8%+21.5pp | 83.6%+8.7pp | 69.5%+22.8pp |
| Annual return | 11.97% | 23.06%-11.1pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,038 | $3,387-69.4% | $5,432-80.9% | $2,343-55.7% |
| Participant deferral / active EE | $1,130 | $3,086-63.4% | $4,939-77.1% | $3,332-66.1% |
| Admin fee / account holder | $3,322 | $5,698-41.7% | $13,881-76.1% | $4,645-28.5% |