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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 | $16,846 | $93,617-82.0% | $135,982-87.6% | $75,177-77.6% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 14.18% | 30.89%-16.7pp | 68.32%-54.1pp | 160.75%-146.6pp |
| Employer contribution / active EE | $1,661 | $3,538-53.0% | $4,859-65.8% | $2,671-37.8% |
| Participant deferral / active EE | $4,048 | $6,406-36.8% | $7,760-47.8% | $4,126-1.9% |
| Admin fee / account holder | $466 | $6,980-93.3% | $10,767-95.7% | $5,651-91.8% |