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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 | $19,217 | $93,617-79.5% | $135,982-85.9% | $75,177-74.4% |
| Participation rate | 89.2% | 75.2%+14.0pp | 81.9%+7.3pp | 67.2%+22.0pp |
| Annual return | 9.68% | 30.89%-21.2pp | 68.32%-58.6pp | 160.75%-151.1pp |
| Employer contribution / active EE | $1,564 | $3,538-55.8% | $4,859-67.8% | $2,671-41.5% |
| Participant deferral / active EE | $3,565 | $6,406-44.3% | $7,760-54.1% | $4,126-13.6% |
| Admin fee / account holder | $1,144 | $6,980-83.6% | $10,767-89.4% | $5,651-79.8% |