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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 | $26,546 | $96,731-72.6% | $123,973-78.6% | $86,983-69.5% |
| Participation rate | 88.7% | 70.0%+18.7pp | 76.7%+12.1pp | 69.5%+19.2pp |
| Annual return | 5.38% | 17.33%-11.9pp | 388.13%-382.7pp | 25.83%-20.4pp |
| Employer contribution / active EE | $1,672 | $3,297-49.3% | $4,126-59.5% | $2,584-35.3% |
| Participant deferral / active EE | $2,303 | $4,152-44.5% | $5,247-56.1% | $4,194-45.1% |
| Admin fee / account holder | $3,876 | $8,722-55.6% | $11,799-67.2% | $7,856-50.7% |