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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 | $22,000 | $108,825-79.8% | $156,181-85.9% | $82,448-73.3% |
| Participation rate | 97.3% | 72.4%+24.9pp | 78.8%+18.5pp | 68.1%+29.2pp |
| Annual return | 11.84% | 20.59%-8.8pp | 64.87%-53.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,735 | $2,870-4.7% | $4,294-36.3% | $2,551+7.2% |
| Participant deferral / active EE | $2,379 | $4,577-48.0% | $6,132-61.2% | $4,139-42.5% |
| Admin fee / account holder | $2,400 | $9,341-74.3% | $14,586-83.5% | $7,234-66.8% |