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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 | $24,167 | $98,776-75.5% | $149,745-83.9% | $79,856-69.7% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.5%+15.5pp | 69.6%+28.3pp |
| Annual return | 12.29% | 27.38%-15.1pp | 276.72%-264.4pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,551 | $3,217-20.7% | $4,646-45.1% | $2,471+3.2% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $541 | $6,053-91.1% | $9,312-94.2% | $5,306-89.8% |