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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 | $23,074 | $88,360-73.9% | $145,433-84.1% | $67,986-66.1% |
| Participation rate | 73.9% | 65.5%+8.4pp | 82.1%-8.2pp | 57.2%+16.7pp |
| Annual return | 13.36% | 63.15%-49.8pp | 66.58%-53.2pp | 31.67%-18.3pp |
| Employer contribution / active EE | $1,448 | $3,054-52.6% | $4,554-68.2% | $2,019-28.3% |
| Participant deferral / active EE | $1,851 | $5,932-68.8% | $7,897-76.6% | $3,358-44.9% |
| Admin fee / account holder | $1,492 | $3,313-55.0% | $13,129-88.6% | $3,203-53.4% |