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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 | $21,974 | $94,031-76.6% | $115,768-81.0% | $82,448-73.3% |
| Participation rate | 79.3% | 70.4%+8.9pp | 74.4%+4.9pp | 68.1%+11.2pp |
| Annual return | 12.13% | 20.61%-8.5pp | 100.46%-88.3pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,412 | $2,323-39.2% | $2,940-52.0% | $2,551-44.6% |
| Participant deferral / active EE | $4,199 | $3,972+5.7% | $4,917-14.6% | $4,139+1.4% |
| Admin fee / account holder | $11,511 | $10,249+12.3% | $12,439-7.5% | $7,234+59.1% |