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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 | $11,999 | $101,798-88.2% | $165,071-92.7% | $80,935-85.2% |
| Participation rate | 97.9% | 71.8%+26.0pp | 78.6%+19.2pp | 67.7%+30.2pp |
| Annual return | 7.08% | 16.73%-9.6pp | 70.17%-63.1pp | 35.66%-28.6pp |
| Employer contribution / active EE | $2,178 | $2,954-26.3% | $4,347-49.9% | $2,757-21.0% |
| Participant deferral / active EE | $3,560 | $4,476-20.5% | $6,035-41.0% | $4,299-17.2% |
| Admin fee / account holder | $815 | $8,221-90.1% | $12,695-93.6% | $6,924-88.2% |