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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 | $21,744 | $93,598-76.8% | $135,974-84.0% | $75,173-71.1% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 14.09% | 30.89%-16.8pp | 68.30%-54.2pp | 160.72%-146.6pp |
| Employer contribution / active EE | $3,576 | $3,538+1.1% | $4,859-26.4% | $2,671+33.9% |
| Participant deferral / active EE | $7,476 | $6,405+16.7% | $7,760-3.7% | $4,126+81.2% |
| Admin fee / account holder | $9,706 | $6,978+39.1% | $10,767-9.8% | $5,651+71.8% |