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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 | $71,208-80.8% | $93,681-85.4% | $80,911-83.1% |
| Participation rate | 93.1% | 60.4%+32.7pp | 68.7%+24.4pp | 67.6%+25.5pp |
| Annual return | 9.82% | 11.27%-1.4pp | 133.47%-123.6pp | 35.63%-25.8pp |
| Employer contribution / active EE | $1,853 | $1,564+18.5% | $2,422-23.5% | $2,756-32.8% |
| Participant deferral / active EE | $3,880 | $4,035-3.8% | $4,415-12.1% | $4,297-9.7% |
| Admin fee / account holder | $2,613 | $6,951-62.4% | $8,290-68.5% | $6,935-62.3% |