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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 | $11,536 | $141,001-91.8% | $112,228-89.7% | $139,487-91.7% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 3.51% | 32.75%-29.2pp | 30.23%-26.7pp | 373.84%-370.3pp |
| Employer contribution / active EE | $823 | $4,285-80.8% | $3,432-76.0% | $4,755-82.7% |
| Participant deferral / active EE | $1,715 | $5,877-70.8% | $4,800-64.3% | $6,713-74.5% |
| Admin fee / account holder | $17,970 | $9,959+80.4% | $7,752+131.8% | $11,407+57.5% |