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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 | $15,432 | $98,766-84.4% | $149,730-89.7% | $79,852-80.7% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.5%+11.8pp | 69.6%+24.6pp |
| Annual return | 6.85% | 27.43%-20.6pp | 276.70%-269.8pp | 31.72%-24.9pp |
| Employer contribution / active EE | $912 | $3,217-71.7% | $4,645-80.4% | $2,471-63.1% |
| Participant deferral / active EE | $3,147 | $5,681-44.6% | $6,843-54.0% | $3,740-15.9% |
| Admin fee / account holder | $1,310 | $6,052-78.4% | $9,310-85.9% | $5,306-75.3% |