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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 | $11,162 | $84,236-86.7% | $170,435-93.5% | $70,126-84.1% |
| Participation rate | 82.8% | 70.8%+11.9pp | 83.6%-0.8pp | 69.5%+13.2pp |
| Annual return | 11.04% | 23.06%-12.0pp | 205.94%-194.9pp | 73.15%-62.1pp |
| Employer contribution / active EE | $1,221 | $3,387-64.0% | $5,432-77.5% | $2,343-47.9% |
| Participant deferral / active EE | $1,426 | $3,086-53.8% | $4,939-71.1% | $3,332-57.2% |
| Admin fee / account holder | $2,442 | $5,698-57.1% | $13,881-82.4% | $4,645-47.4% |