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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 | $15,492 | $86,294-82.0% | $111,303-86.1% | $85,854-82.0% |
| Participation rate | 78.0% | 73.3%+4.7pp | 77.3%+0.7pp | 69.3%+8.7pp |
| Annual return | 10.67% | 19.99%-9.3pp | 54.66%-44.0pp | 318.56%-307.9pp |
| Employer contribution / active EE | $1,277 | $2,043-37.5% | $2,731-53.3% | $2,565-50.2% |
| Participant deferral / active EE | $2,991 | $3,641-17.8% | $4,488-33.3% | $3,952-24.3% |
| Admin fee / account holder | $1,025 | $8,189-87.5% | $7,965-87.1% | $6,260-83.6% |