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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 | $12,858 | $80,992-84.1% | $96,534-86.7% | $75,173-82.9% |
| Participation rate | 90.0% | 71.8%+18.2pp | 76.0%+14.0pp | 67.2%+22.8pp |
| Annual return | 7.61% | 27.05%-19.4pp | 25.88%-18.3pp | 160.72%-153.1pp |
| Employer contribution / active EE | $1,047 | $2,283-54.1% | $2,965-64.7% | $2,671-60.8% |
| Participant deferral / active EE | $1,817 | $3,929-53.8% | $4,851-62.5% | $4,126-56.0% |
| Admin fee / account holder | $637 | $6,717-90.5% | $8,253-92.3% | $5,651-88.7% |