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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 | $13,774 | $95,404-85.6% | $113,397-87.9% | $82,637-83.3% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.5%+10.7pp | 68.1%+19.2pp |
| Annual return | 10.26% | 19.08%-8.8pp | 23.20%-12.9pp | 53.51%-43.2pp |
| Employer contribution / active EE | $1,163 | $2,307-49.6% | $2,977-60.9% | $2,552-54.4% |
| Participant deferral / active EE | $1,999 | $4,220-52.6% | $5,076-60.6% | $4,126-51.5% |
| Admin fee / account holder | $14,321 | $9,168+56.2% | $11,957+19.8% | $7,339+95.1% |