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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 | $14,179 | $98,760-85.6% | $149,715-90.5% | $79,858-82.2% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.2pp |
| Annual return | 8.26% | 27.43%-19.2pp | 276.66%-268.4pp | 31.72%-23.5pp |
| Employer contribution / active EE | $1,957 | $3,217-39.2% | $4,645-57.9% | $2,471-20.8% |
| Participant deferral / active EE | $2,640 | $5,681-53.5% | $6,842-61.4% | $3,740-29.4% |
| Admin fee / account holder | $1,947 | $6,053-67.8% | $9,310-79.1% | $5,306-63.3% |