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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 | $30,644 | $94,031-67.4% | $115,768-73.5% | $82,448-62.8% |
| Participation rate | 94.7% | 70.4%+24.3pp | 74.4%+20.3pp | 68.1%+26.7pp |
| Annual return | 11.14% | 20.61%-9.5pp | 100.46%-89.3pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,296 | $2,323-44.2% | $2,940-55.9% | $2,551-49.2% |
| Participant deferral / active EE | $1,938 | $3,972-51.2% | $4,917-60.6% | $4,139-53.2% |
| Admin fee / account holder | $21,550 | $10,249+110.3% | $12,439+73.2% | $7,234+197.9% |