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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 | $13,175 | $71,215-81.5% | $93,696-85.9% | $80,935-83.7% |
| Participation rate | 98.5% | 60.4%+38.1pp | 68.7%+29.8pp | 67.7%+30.8pp |
| Annual return | 9.60% | 11.27%-1.7pp | 133.74%-124.1pp | 35.66%-26.1pp |
| Employer contribution / active EE | $858 | $1,565-45.2% | $2,422-64.6% | $2,757-68.9% |
| Participant deferral / active EE | $2,006 | $4,037-50.3% | $4,417-54.6% | $4,299-53.3% |
| Admin fee / account holder | $2,538 | $6,958-63.5% | $8,287-69.4% | $6,924-63.3% |