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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 | $27,109 | $94,436-71.3% | $115,599-76.5% | $82,637-67.2% |
| Participation rate | 94.1% | 70.4%+23.7pp | 74.3%+19.8pp | 68.1%+26.1pp |
| Annual return | 11.25% | 18.37%-7.1pp | 111.10%-99.8pp | 53.51%-42.3pp |
| Employer contribution / active EE | $2,812 | $2,324+21.0% | $2,955-4.8% | $2,552+10.2% |
| Participant deferral / active EE | $6,767 | $3,955+71.1% | $4,889+38.4% | $4,126+64.0% |
| Admin fee / account holder | $2,008 | $10,328-80.6% | $12,841-84.4% | $7,339-72.6% |