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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 | $12,315 | $65,364-81.2% | $92,909-86.7% | $72,975-83.1% |
| Participation rate | 70.2% | 68.3%+1.9pp | 76.0%-5.8pp | 69.5%+0.7pp |
| Annual return | 14.17% | 42.11%-27.9pp | 109.44%-95.3pp | 81.01%-66.8pp |
| Employer contribution / active EE | $1,802 | $2,594-30.5% | $3,653-50.7% | $2,440-26.1% |
| Participant deferral / active EE | $4,383 | $3,128+40.1% | $4,238+3.4% | $3,608+21.5% |
| Admin fee / account holder | $928 | $4,251-78.2% | $5,795-84.0% | $5,124-81.9% |