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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 | $25,186 | $91,760-72.6% | $156,181-83.9% | $67,986-63.0% |
| Participation rate | 71.6% | 65.0%+6.6pp | 78.8%-7.3pp | 57.2%+14.4pp |
| Annual return | 9.92% | 18.14%-8.2pp | 64.87%-55.0pp | 31.67%-21.7pp |
| Employer contribution / active EE | $2,451 | $2,419+1.3% | $4,294-42.9% | $2,019+21.4% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $805 | $3,949-79.6% | $14,586-94.5% | $3,203-74.9% |