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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 | $21,233 | $78,423-72.9% | $95,964-77.9% | $79,856-73.4% |
| Participation rate | 70.0% | 73.5%-3.5pp | 77.1%-7.1pp | 69.6%+0.4pp |
| Annual return | 5.85% | 19.37%-13.5pp | 91.64%-85.8pp | 31.71%-25.9pp |
| Employer contribution / active EE | $575 | $1,945-70.5% | $2,541-77.4% | $2,471-76.7% |
| Participant deferral / active EE | $1,595 | $3,440-53.6% | $4,167-61.7% | $3,741-57.4% |
| Admin fee / account holder | $1,356 | $5,622-75.9% | $6,797-80.0% | $5,306-74.4% |