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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 | $21,003 | $87,132-75.9% | $105,624-80.1% | $80,959-74.1% |
| Participation rate | 93.5% | 70.4%+23.1pp | 75.3%+18.3pp | 67.7%+25.9pp |
| Annual return | 5.40% | 17.03%-11.6pp | 116.20%-110.8pp | 35.67%-30.3pp |
| Employer contribution / active EE | $2,613 | $2,397+9.0% | $3,168-17.5% | $2,757-5.2% |
| Participant deferral / active EE | $6,305 | $3,985+58.2% | $5,013+25.8% | $4,300+46.6% |
| Admin fee / account holder | $322 | $8,449-96.2% | $10,961-97.1% | $6,925-95.3% |