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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 | $21,538 | $78,425-72.5% | $95,956-77.6% | $79,858-73.0% |
| Participation rate | 83.1% | 73.5%+9.6pp | 77.1%+6.0pp | 69.6%+13.4pp |
| Annual return | 8.41% | 19.37%-11.0pp | 91.63%-83.2pp | 31.72%-23.3pp |
| Employer contribution / active EE | $2,027 | $1,945+4.2% | $2,541-20.3% | $2,471-18.0% |
| Participant deferral / active EE | $2,674 | $3,440-22.3% | $4,167-35.8% | $3,740-28.5% |
| Admin fee / account holder | $5,160 | $5,622-8.2% | $6,797-24.1% | $5,306-2.7% |