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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 | $17,064 | $88,672-80.8% | $105,223-83.8% | $82,448-79.3% |
| Participation rate | 71.7% | 67.9%+3.8pp | 75.0%-3.3pp | 68.1%+3.7pp |
| Annual return | 12.62% | 30.86%-18.2pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $971 | $3,048-68.1% | $3,689-73.7% | $2,551-61.9% |
| Participant deferral / active EE | $2,033 | $4,036-49.6% | $5,072-59.9% | $4,139-50.9% |
| Admin fee / account holder | $2,932 | $7,146-59.0% | $8,859-66.9% | $7,234-59.5% |