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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 | $26,554 | $78,705-66.3% | $117,860-77.5% | $70,124-62.1% |
| Participation rate | 97.6% | 73.2%+24.4pp | 79.7%+18.0pp | 69.5%+28.1pp |
| Annual return | 10.24% | 23.30%-13.1pp | 335.10%-324.9pp | 73.14%-62.9pp |
| Employer contribution / active EE | $1,190 | $2,223-46.5% | $3,786-68.6% | $2,342-49.2% |
| Participant deferral / active EE | $3,304 | $3,297+0.2% | $4,482-26.3% | $3,332-0.8% |
| Admin fee / account holder | $805 | $5,065-84.1% | $8,021-90.0% | $4,645-82.7% |