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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 | $14,081 | $79,961-82.4% | $98,462-85.7% | $75,177-81.3% |
| Participation rate | 81.5% | 70.4%+11.1pp | 75.2%+6.3pp | 67.2%+14.3pp |
| Annual return | 11.85% | 19.75%-7.9pp | 21.17%-9.3pp | 160.75%-148.9pp |
| Employer contribution / active EE | $1,111 | $2,264-50.9% | $3,049-63.6% | $2,671-58.4% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,049 | $6,842-55.4% | $8,875-65.6% | $5,651-46.1% |