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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 | $15,592 | $94,436-83.5% | $115,599-86.5% | $82,637-81.1% |
| Participation rate | 92.9% | 70.4%+22.4pp | 74.3%+18.6pp | 68.1%+24.8pp |
| Annual return | 11.93% | 18.37%-6.4pp | 111.10%-99.2pp | 53.51%-41.6pp |
| Employer contribution / active EE | $902 | $2,324-61.2% | $2,955-69.5% | $2,552-64.7% |
| Participant deferral / active EE | $1,818 | $3,955-54.0% | $4,889-62.8% | $4,126-55.9% |
| Admin fee / account holder | $648 | $10,328-93.7% | $12,841-95.0% | $7,339-91.2% |