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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 | $17,580 | $99,875-82.4% | $146,866-88.0% | $86,983-79.8% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.5%+3.8pp | 69.5%+16.7pp |
| Annual return | 10.96% | 28.10%-17.1pp | 102.85%-91.9pp | 25.83%-14.9pp |
| Employer contribution / active EE | $952 | $3,224-70.5% | $4,425-78.5% | $2,584-63.2% |
| Participant deferral / active EE | $3,806 | $6,322-39.8% | $7,759-50.9% | $4,194-9.2% |
| Admin fee / account holder | $5,673 | $7,838-27.6% | $13,620-58.3% | $7,856-27.8% |