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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 | $23,126 | $93,345-75.2% | $119,126-80.6% | $87,485-73.6% |
| Participation rate | 93.9% | 68.7%+25.2pp | 75.8%+18.2pp | 68.9%+25.0pp |
| Annual return | 10.98% | 19.08%-8.1pp | 282.11%-271.1pp | 26.06%-15.1pp |
| Employer contribution / active EE | $2,414 | $3,172-23.9% | $4,034-40.2% | $2,596-7.0% |
| Participant deferral / active EE | $4,078 | $4,099-0.5% | $5,318-23.3% | $4,274-4.6% |
| Admin fee / account holder | $2,697 | $8,039-66.4% | $10,693-74.8% | $7,775-65.3% |