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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 | $30,151 | $101,763-70.4% | $164,866-81.7% | $80,874-62.7% |
| Participation rate | 88.4% | 71.8%+16.6pp | 78.6%+9.8pp | 67.6%+20.7pp |
| Annual return | 9.37% | 16.73%-7.4pp | 69.97%-60.6pp | 35.62%-26.2pp |
| Employer contribution / active EE | $2,628 | $2,954-11.0% | $4,343-39.5% | $2,756-4.6% |
| Participant deferral / active EE | $6,694 | $4,477+49.5% | $6,033+11.0% | $4,297+55.8% |
| Admin fee / account holder | $5,764 | $8,228-30.0% | $12,689-54.6% | $6,935-16.9% |