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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 | $12,421 | $84,236-85.3% | $170,435-92.7% | $70,126-82.3% |
| Participation rate | 92.0% | 70.8%+21.2pp | 83.6%+8.4pp | 69.5%+22.5pp |
| Annual return | 10.58% | 23.06%-12.5pp | 205.94%-195.4pp | 73.15%-62.6pp |
| Employer contribution / active EE | $1,370 | $3,387-59.6% | $5,432-74.8% | $2,343-41.5% |
| Participant deferral / active EE | $1,300 | $3,086-57.9% | $4,939-73.7% | $3,332-61.0% |
| Admin fee / account holder | $6,599 | $5,698+15.8% | $13,881-52.5% | $4,645+42.1% |