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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 | $12,989 | $84,236-84.6% | $170,435-92.4% | $70,126-81.5% |
| Participation rate | 72.2% | 70.8%+1.3pp | 83.6%-11.4pp | 69.5%+2.6pp |
| Annual return | 10.96% | 23.06%-12.1pp | 205.94%-195.0pp | 73.15%-62.2pp |
| Employer contribution / active EE | $2,470 | $3,387-27.1% | $5,432-54.5% | $2,343+5.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,158 | $5,698-62.1% | $13,881-84.5% | $4,645-53.5% |