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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 | $15,358 | $145,431-89.4% | $211,142-92.7% | $87,485-82.4% |
| Participation rate | 95.9% | 84.7%+11.1pp | 87.3%+8.6pp | 68.9%+27.0pp |
| Annual return | 10.25% | 27.21%-17.0pp | 46.84%-36.6pp | 26.06%-15.8pp |
| Employer contribution / active EE | $2,055 | $4,662-55.9% | $6,442-68.1% | $2,596-20.9% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,651 | $17,052-90.3% | $19,076-91.3% | $7,775-78.8% |