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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 | $18,106 | $106,749-83.0% | $145,433-87.6% | $82,448-78.0% |
| Participation rate | 73.3% | 75.6%-2.3pp | 82.1%-8.8pp | 68.1%+5.3pp |
| Annual return | 12.66% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,575 | $3,444-54.3% | $4,554-65.4% | $2,551-38.2% |
| Participant deferral / active EE | $4,269 | $6,519-34.5% | $7,897-45.9% | $4,139+3.1% |
| Admin fee / account holder | $1,625 | $8,390-80.6% | $13,129-87.6% | $7,234-77.5% |