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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 | $18,463 | $117,846-84.3% | $102,434-82.0% | $145,884-87.3% |
| Participation rate | 86.7% | 78.6%+8.0pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 7.37% | 31.90%-24.5pp | 29.46%-22.1pp | 551.85%-544.5pp |
| Employer contribution / active EE | $939 | $3,615-74.0% | $3,023-69.0% | $4,662-79.9% |
| Participant deferral / active EE | $2,058 | $5,733-64.1% | $5,055-59.3% | $6,690-69.2% |
| Admin fee / account holder | $1,376 | $13,356-89.7% | $9,462-85.5% | $13,392-89.7% |