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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 | $11,641 | $93,598-87.6% | $135,974-91.4% | $75,173-84.5% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 14.51% | 30.89%-16.4pp | 68.30%-53.8pp | 160.72%-146.2pp |
| Employer contribution / active EE | $1,988 | $3,538-43.8% | $4,859-59.1% | $2,671-25.6% |
| Participant deferral / active EE | $3,372 | $6,405-47.4% | $7,760-56.5% | $4,126-18.3% |
| Admin fee / account holder | $848 | $6,978-87.8% | $10,767-92.1% | $5,651-85.0% |