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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 | $14,423 | $58,851-75.5% | $115,170-87.5% | $72,975-80.2% |
| Participation rate | 74.1% | 65.5%+8.5pp | 75.9%-1.8pp | 69.5%+4.6pp |
| Annual return | 14.19% | 23.16%-9.0pp | 35.60%-21.4pp | 81.01%-66.8pp |
| Employer contribution / active EE | $744 | $1,798-58.6% | $3,179-76.6% | $2,440-69.5% |
| Participant deferral / active EE | $1,600 | $2,643-39.5% | $4,169-61.6% | $3,608-55.7% |
| Admin fee / account holder | $1,902 | $6,370-70.1% | $7,089-73.2% | $5,124-62.9% |