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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 | $12,828 | $48,364-73.5% | $71,796-82.1% | $62,881-79.6% |
| Participation rate | 71.4% | 60.6%+10.8pp | 69.1%+2.3pp | 69.3%+2.1pp |
| Annual return | 4.21% | 13.16%-9.0pp | 78.04%-73.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,020 | $1,042-2.1% | $1,924-47.0% | $2,281-55.3% |
| Participant deferral / active EE | $1,357 | $2,091-35.1% | $2,794-51.4% | $3,203-57.6% |
| Admin fee / account holder | $1,929 | $3,771-48.8% | $4,815-59.9% | $4,296-55.1% |