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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 | $23,665 | $101,798-76.8% | $165,071-85.7% | $80,935-70.8% |
| Participation rate | 83.3% | 71.8%+11.5pp | 78.6%+4.7pp | 67.7%+15.7pp |
| Annual return | 9.59% | 16.73%-7.1pp | 70.17%-60.6pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,055 | $2,954-64.3% | $4,347-75.7% | $2,757-61.7% |
| Participant deferral / active EE | $2,363 | $4,476-47.2% | $6,035-60.8% | $4,299-45.0% |
| Admin fee / account holder | $6,009 | $8,221-26.9% | $12,695-52.7% | $6,924-13.2% |