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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 | $12,558 | $53,127-76.4% | $86,597-85.5% | $70,131-82.1% |
| Participation rate | 96.5% | 65.3%+31.2pp | 73.5%+22.9pp | 69.5%+26.9pp |
| Annual return | 12.37% | 27.66%-15.3pp | 964.96%-952.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $2,049 | $2,068-0.9% | $2,840-27.8% | $2,342-12.5% |
| Participant deferral / active EE | $2,361 | $2,696-12.4% | $3,609-34.6% | $3,332-29.2% |
| Admin fee / account holder | $1,551 | $3,585-56.7% | $4,906-68.4% | $4,645-66.6% |