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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 | $12,933 | $89,259-85.5% | $107,187-87.9% | $82,637-84.3% |
| Participation rate | 86.7% | 67.9%+18.7pp | 75.0%+11.6pp | 68.1%+18.6pp |
| Annual return | 12.45% | 21.02%-8.6pp | 204.55%-192.1pp | 53.51%-41.1pp |
| Employer contribution / active EE | $1,458 | $3,080-52.7% | $3,782-61.5% | $2,552-42.9% |
| Participant deferral / active EE | $2,034 | $4,037-49.6% | $5,096-60.1% | $4,126-50.7% |
| Admin fee / account holder | $7,375 | $7,381-0.1% | $9,162-19.5% | $7,339+0.5% |