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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 | $13,677 | $71,197-80.8% | $93,669-85.4% | $80,925-83.1% |
| Participation rate | 93.1% | 60.4%+32.7pp | 68.7%+24.4pp | 67.7%+25.4pp |
| Annual return | 9.82% | 11.27%-1.4pp | 133.59%-123.8pp | 35.65%-25.8pp |
| Employer contribution / active EE | $1,853 | $1,565+18.4% | $2,424-23.5% | $2,756-32.8% |
| Participant deferral / active EE | $3,880 | $4,036-3.8% | $4,416-12.1% | $4,299-9.7% |
| Admin fee / account holder | $2,613 | $6,959-62.4% | $8,291-68.5% | $6,940-62.3% |