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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 | $15,787 | $106,749-85.2% | $145,433-89.1% | $82,448-80.9% |
| Participation rate | 89.2% | 75.6%+13.5pp | 82.1%+7.1pp | 68.1%+21.1pp |
| Annual return | 12.39% | 27.59%-15.2pp | 66.58%-54.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,340 | $3,444-32.1% | $4,554-48.6% | $2,551-8.3% |
| Participant deferral / active EE | $2,579 | $6,519-60.4% | $7,897-67.3% | $4,139-37.7% |
| Admin fee / account holder | $5,279 | $8,390-37.1% | $13,129-59.8% | $7,234-27.0% |