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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 | $22,308 | $87,059-74.4% | $105,608-78.9% | $80,925-72.4% |
| Participation rate | 78.4% | 70.4%+7.9pp | 75.3%+3.1pp | 67.7%+10.7pp |
| Annual return | 9.66% | 17.05%-7.4pp | 116.50%-106.8pp | 35.65%-26.0pp |
| Employer contribution / active EE | $1,611 | $2,396-32.8% | $3,167-49.1% | $2,756-41.6% |
| Participant deferral / active EE | $2,036 | $3,986-48.9% | $5,010-59.4% | $4,299-52.6% |
| Admin fee / account holder | $18,573 | $8,443+120.0% | $11,028+68.4% | $6,940+167.6% |