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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 | $14,004 | $53,127-73.6% | $86,597-83.8% | $70,131-80.0% |
| Participation rate | 82.1% | 65.3%+16.8pp | 73.5%+8.6pp | 69.5%+12.6pp |
| Annual return | 12.30% | 27.66%-15.4pp | 964.96%-952.7pp | 73.14%-60.8pp |
| Employer contribution / active EE | $930 | $2,068-55.1% | $2,840-67.3% | $2,342-60.3% |
| Participant deferral / active EE | $1,350 | $2,696-49.9% | $3,609-62.6% | $3,332-59.5% |
| Admin fee / account holder | $458 | $3,585-87.2% | $4,906-90.7% | $4,645-90.1% |