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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 | $15,926 | $102,385-84.4% | $147,080-89.2% | $80,935-80.3% |
| Participation rate | 87.1% | 75.9%+11.2pp | 82.2%+4.9pp | 67.7%+19.4pp |
| Annual return | 8.71% | 135.09%-126.4pp | 420.17%-411.5pp | 35.66%-26.9pp |
| Employer contribution / active EE | $2,309 | $3,717-37.9% | $4,933-53.2% | $2,757-16.2% |
| Participant deferral / active EE | $2,780 | $6,651-58.2% | $8,066-65.5% | $4,299-35.3% |
| Admin fee / account holder | $1,033 | $7,951-87.0% | $12,989-92.0% | $6,924-85.1% |