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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 | $17,500 | $76,551-77.1% | $123,894-85.9% | $62,881-72.2% |
| Participation rate | 82.1% | 73.0%+9.2pp | 81.4%+0.7pp | 69.3%+12.8pp |
| Annual return | 4.55% | 18.68%-14.1pp | 47.52%-43.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,238 | $2,882-57.0% | $4,617-73.2% | $2,281-45.7% |
| Participant deferral / active EE | $2,677 | $4,840-44.7% | $5,984-55.3% | $3,203-16.4% |
| Admin fee / account holder | $2,207 | $4,826-54.3% | $8,357-73.6% | $4,296-48.6% |