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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 | $13,807 | $136,860-89.9% | $120,344-88.5% | $154,746-91.1% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 7.18% | 21.38%-14.2pp | 20.30%-13.1pp | 172.34%-165.2pp |
| Employer contribution / active EE | $1,545 | $3,533-56.3% | $3,020-48.9% | $4,379-64.7% |
| Participant deferral / active EE | $2,420 | $5,793-58.2% | $5,135-52.9% | $6,730-64.0% |
| Admin fee / account holder | $511 | $15,393-96.7% | $12,742-96.0% | $14,365-96.4% |