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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 | $18,195 | $94,031-80.7% | $115,768-84.3% | $82,448-77.9% |
| Participation rate | 83.3% | 70.4%+12.9pp | 74.4%+8.9pp | 68.1%+15.3pp |
| Annual return | 9.79% | 20.61%-10.8pp | 100.46%-90.7pp | 41.64%-31.9pp |
| Employer contribution / active EE | $976 | $2,323-58.0% | $2,940-66.8% | $2,551-61.7% |
| Participant deferral / active EE | $2,195 | $3,972-44.7% | $4,917-55.4% | $4,139-47.0% |
| Admin fee / account holder | $2,636 | $10,249-74.3% | $12,439-78.8% | $7,234-63.6% |