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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 | $15,404 | $106,749-85.6% | $145,433-89.4% | $82,448-81.3% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 12.69% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,345 | $3,444-60.9% | $4,554-70.5% | $2,551-47.3% |
| Participant deferral / active EE | $2,888 | $6,519-55.7% | $7,897-63.4% | $4,139-30.2% |
| Admin fee / account holder | $2,076 | $8,390-75.3% | $13,129-84.2% | $7,234-71.3% |