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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 | $26,134 | $78,707-66.8% | $117,861-77.8% | $70,126-62.7% |
| Participation rate | 84.6% | 73.2%+11.4pp | 79.7%+5.0pp | 69.5%+15.1pp |
| Annual return | 4.75% | 23.30%-18.5pp | 335.11%-330.4pp | 73.15%-68.4pp |
| Employer contribution / active EE | $1,543 | $2,223-30.6% | $3,786-59.2% | $2,343-34.1% |
| Participant deferral / active EE | $2,862 | $3,297-13.2% | $4,482-36.2% | $3,332-14.1% |
| Admin fee / account holder | $1,497 | $5,066-70.5% | $8,021-81.3% | $4,645-67.8% |