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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 | $20,102 | $79,955-74.9% | $98,450-79.6% | $75,181-73.3% |
| Participation rate | 97.7% | 70.4%+27.3pp | 75.2%+22.5pp | 67.2%+30.5pp |
| Annual return | 5.99% | 19.75%-13.8pp | 21.16%-15.2pp | 160.69%-154.7pp |
| Employer contribution / active EE | $926 | $2,264-59.1% | $3,049-69.6% | $2,671-65.3% |
| Participant deferral / active EE | $4,280 | $3,752+14.1% | $4,739-9.7% | $4,126+3.7% |
| Admin fee / account holder | $1,631 | $6,841-76.2% | $8,961-81.8% | $5,650-71.1% |