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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 | $16,039 | $93,617-82.9% | $135,982-88.2% | $75,177-78.7% |
| Participation rate | 94.6% | 75.2%+19.4pp | 81.9%+12.7pp | 67.2%+27.4pp |
| Annual return | 13.07% | 30.89%-17.8pp | 68.32%-55.3pp | 160.75%-147.7pp |
| Employer contribution / active EE | $1,267 | $3,538-64.2% | $4,859-73.9% | $2,671-52.6% |
| Participant deferral / active EE | $3,310 | $6,406-48.3% | $7,760-57.3% | $4,126-19.8% |
| Admin fee / account holder | $724 | $6,980-89.6% | $10,767-93.3% | $5,651-87.2% |