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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 | $17,542 | $108,825-83.9% | $156,181-88.8% | $82,448-78.7% |
| Participation rate | 80.0% | 72.4%+7.6pp | 78.8%+1.2pp | 68.1%+11.9pp |
| Annual return | 5.06% | 20.59%-15.5pp | 64.87%-59.8pp | 41.64%-36.6pp |
| Employer contribution / active EE | $1,393 | $2,870-51.5% | $4,294-67.6% | $2,551-45.4% |
| Participant deferral / active EE | $2,694 | $4,577-41.1% | $6,132-56.1% | $4,139-34.9% |
| Admin fee / account holder | $15,937 | $9,341+70.6% | $14,586+9.3% | $7,234+120.3% |