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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 | $87,106-75.9% | $105,607-80.1% | $80,935-74.1% |
| Participation rate | 93.5% | 70.4%+23.1pp | 75.3%+18.3pp | 67.7%+25.9pp |
| Annual return | 5.40% | 17.01%-11.6pp | 116.11%-110.7pp | 35.66%-30.3pp |
| Employer contribution / active EE | $2,613 | $2,396+9.0% | $3,167-17.5% | $2,757-5.2% |
| Participant deferral / active EE | $6,305 | $3,986+58.2% | $5,011+25.8% | $4,299+46.6% |
| Admin fee / account holder | $322 | $8,447-96.2% | $10,958-97.1% | $6,924-95.3% |