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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 | $15,429 | $54,541-71.7% | $78,778-80.4% | $70,126-78.0% |
| Participation rate | 86.2% | 60.8%+25.4pp | 69.2%+17.0pp | 69.5%+16.7pp |
| Annual return | 11.84% | 21.07%-9.2pp | 35.62%-23.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $2,307 | $1,089+111.9% | $1,986+16.2% | $2,343-1.5% |
| Participant deferral / active EE | $3,546 | $2,210+60.4% | $2,958+19.9% | $3,332+6.4% |
| Admin fee / account holder | $10,948 | $3,709+195.2% | $5,134+113.2% | $4,645+135.7% |