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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 | $22,471 | $94,031-76.1% | $115,768-80.6% | $82,448-72.7% |
| Participation rate | 82.8% | 70.4%+12.3pp | 74.4%+8.4pp | 68.1%+14.7pp |
| Annual return | 9.48% | 20.61%-11.1pp | 100.46%-91.0pp | 41.64%-32.2pp |
| Employer contribution / active EE | $659 | $2,323-71.6% | $2,940-77.6% | $2,551-74.2% |
| Participant deferral / active EE | $2,274 | $3,972-42.7% | $4,917-53.7% | $4,139-45.1% |
| Admin fee / account holder | $1,084 | $10,249-89.4% | $12,439-91.3% | $7,234-85.0% |