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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 | $15,958 | $106,923-85.1% | $84,023-81.0% | $152,909-89.6% |
| Participation rate | 86.7% | 75.3%+11.4pp | 69.0%+17.6pp | 82.5%+4.2pp |
| Annual return | 1.54% | 105.02%-103.5pp | 71.32%-69.8pp | 345.46%-343.9pp |
| Employer contribution / active EE | $1,345 | $2,735-50.8% | $1,984-32.2% | $4,764-71.8% |
| Participant deferral / active EE | $3,295 | $4,013-17.9% | $3,239+1.7% | $5,851-43.7% |
| Admin fee / account holder | $301 | $8,289-96.4% | $6,102-95.1% | $11,601-97.4% |