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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 | $99,875-84.2% | $146,866-89.3% | $86,983-81.9% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.5%+6.7pp | 69.5%+19.6pp |
| Annual return | 12.39% | 28.10%-15.7pp | 102.85%-90.5pp | 25.83%-13.4pp |
| Employer contribution / active EE | $2,340 | $3,224-27.4% | $4,425-47.1% | $2,584-9.5% |
| Participant deferral / active EE | $2,579 | $6,322-59.2% | $7,759-66.8% | $4,194-38.5% |
| Admin fee / account holder | $5,279 | $7,838-32.6% | $13,620-61.2% | $7,856-32.8% |