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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 | $15,130 | $48,364-68.7% | $71,796-78.9% | $62,881-75.9% |
| Participation rate | 78.9% | 60.6%+18.3pp | 69.1%+9.8pp | 69.3%+9.6pp |
| Annual return | 4.71% | 13.16%-8.4pp | 78.04%-73.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,703 | $1,042+63.4% | $1,924-11.5% | $2,281-25.3% |
| Participant deferral / active EE | $2,618 | $2,091+25.2% | $2,794-6.3% | $3,203-18.3% |
| Admin fee / account holder | $2,744 | $3,771-27.3% | $4,815-43.0% | $4,296-36.1% |