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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 | $11,231 | $117,904-90.5% | $102,457-89.0% | $145,978-92.3% |
| Participation rate | 81.3% | 78.6%+2.6pp | 76.5%+4.8pp | 80.3%+1.0pp |
| Annual return | 2.73% | 31.80%-29.1pp | 29.41%-26.7pp | 550.52%-547.8pp |
| Employer contribution / active EE | $1,642 | $3,613-54.6% | $3,022-45.7% | $4,662-64.8% |
| Participant deferral / active EE | $5,790 | $5,733+1.0% | $5,054+14.6% | $6,690-13.4% |
| Admin fee / account holder | $570 | $13,329-95.7% | $9,451-94.0% | $13,400-95.8% |