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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 | $17,758 | $88,672-80.0% | $105,223-83.1% | $82,448-78.5% |
| Participation rate | 75.4% | 67.9%+7.5pp | 75.0%+0.4pp | 68.1%+7.3pp |
| Annual return | 12.25% | 30.86%-18.6pp | 180.65%-168.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,521 | $3,048-50.1% | $3,689-58.8% | $2,551-40.4% |
| Participant deferral / active EE | $3,539 | $4,036-12.3% | $5,072-30.2% | $4,139-14.5% |
| Admin fee / account holder | $5,280 | $7,146-26.1% | $8,859-40.4% | $7,234-27.0% |