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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 | $19,432 | $85,766-77.3% | $136,298-85.7% | $70,126-72.3% |
| Participation rate | 72.5% | 74.2%-1.6pp | 81.9%-9.4pp | 69.5%+3.0pp |
| Annual return | 13.80% | 31.46%-17.7pp | 5156.27%-5142.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $2,260 | $2,966-23.8% | $4,696-51.9% | $2,343-3.5% |
| Participant deferral / active EE | $3,781 | $5,051-25.1% | $6,247-39.5% | $3,332+13.5% |
| Admin fee / account holder | $3,003 | $5,421-44.6% | $9,244-67.5% | $4,645-35.4% |