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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 | $106,864-85.6% | $147,318-89.5% | $82,637-81.4% |
| Participation rate | 80.0% | 75.5%+4.5pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 12.69% | 27.49%-14.8pp | 70.43%-57.7pp | 53.51%-40.8pp |
| Employer contribution / active EE | $1,345 | $3,417-60.6% | $4,593-70.7% | $2,552-47.3% |
| Participant deferral / active EE | $2,888 | $6,496-55.5% | $7,906-63.5% | $4,126-30.0% |
| Admin fee / account holder | $2,076 | $8,415-75.3% | $13,708-84.9% | $7,339-71.7% |