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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 | $12,071 | $84,236-85.7% | $170,435-92.9% | $70,126-82.8% |
| Participation rate | 80.8% | 70.8%+9.9pp | 83.6%-2.8pp | 69.5%+11.2pp |
| Annual return | 10.55% | 23.06%-12.5pp | 205.94%-195.4pp | 73.15%-62.6pp |
| Employer contribution / active EE | $1,787 | $3,387-47.2% | $5,432-67.1% | $2,343-23.7% |
| Participant deferral / active EE | $1,480 | $3,086-52.0% | $4,939-70.0% | $3,332-55.6% |
| Admin fee / account holder | $3,073 | $5,698-46.1% | $13,881-77.9% | $4,645-33.8% |