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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 | $14,462 | $84,236-82.8% | $170,435-91.5% | $70,126-79.4% |
| Participation rate | 81.1% | 70.8%+10.3pp | 83.6%-2.5pp | 69.5%+11.5pp |
| Annual return | 10.33% | 23.06%-12.7pp | 205.94%-195.6pp | 73.15%-62.8pp |
| Employer contribution / active EE | $1,480 | $3,387-56.3% | $5,432-72.8% | $2,343-36.8% |
| Participant deferral / active EE | $2,460 | $3,086-20.3% | $4,939-50.2% | $3,332-26.2% |
| Admin fee / account holder | $2,478 | $5,698-56.5% | $13,881-82.1% | $4,645-46.7% |