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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 | $16,815 | $83,485-79.9% | $125,180-86.6% | $72,983-77.0% |
| Participation rate | 98.4% | 73.3%+25.1pp | 79.8%+18.6pp | 69.5%+28.9pp |
| Annual return | 13.76% | 25.78%-12.0pp | 43.79%-30.0pp | 81.01%-67.2pp |
| Employer contribution / active EE | $1,134 | $2,346-51.7% | $3,866-70.7% | $2,440-53.5% |
| Participant deferral / active EE | $2,870 | $3,586-20.0% | $4,937-41.9% | $3,608-20.4% |
| Admin fee / account holder | $754 | $5,518-86.3% | $9,703-92.2% | $5,124-85.3% |