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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 | $13,869 | $98,776-86.0% | $149,745-90.7% | $79,856-82.6% |
| Participation rate | 72.5% | 75.8%-3.3pp | 82.5%-10.0pp | 69.6%+2.9pp |
| Annual return | 5.29% | 27.38%-22.1pp | 276.72%-271.4pp | 31.71%-26.4pp |
| Employer contribution / active EE | $1,068 | $3,217-66.8% | $4,646-77.0% | $2,471-56.8% |
| Participant deferral / active EE | $2,436 | $5,681-57.1% | $6,843-64.4% | $3,741-34.9% |
| Admin fee / account holder | $577 | $6,053-90.5% | $9,312-93.8% | $5,306-89.1% |