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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 | $25,631 | $78,425-67.3% | $95,956-73.3% | $79,858-67.9% |
| Participation rate | 86.7% | 73.5%+13.2pp | 77.1%+9.6pp | 69.6%+17.0pp |
| Annual return | 3.10% | 19.37%-16.3pp | 91.63%-88.5pp | 31.72%-28.6pp |
| Employer contribution / active EE | $2,131 | $1,945+9.5% | $2,541-16.1% | $2,471-13.8% |
| Participant deferral / active EE | $4,154 | $3,440+20.7% | $4,167-0.3% | $3,740+11.1% |
| Admin fee / account holder | $12,532 | $5,622+122.9% | $6,797+84.4% | $5,306+136.2% |