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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 | $19,996 | $85,766-76.7% | $136,297-85.3% | $70,124-71.5% |
| Participation rate | 82.8% | 74.2%+8.6pp | 81.9%+0.8pp | 69.5%+13.2pp |
| Annual return | 14.18% | 31.45%-17.3pp | 5156.19%-5142.0pp | 73.14%-59.0pp |
| Employer contribution / active EE | $2,091 | $2,966-29.5% | $4,696-55.5% | $2,342-10.7% |
| Participant deferral / active EE | $4,778 | $5,051-5.4% | $6,247-23.5% | $3,332+43.4% |
| Admin fee / account holder | $1,759 | $5,420-67.6% | $9,244-81.0% | $4,645-62.1% |