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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 | $12,394 | $63,346-80.4% | $92,240-86.6% | $70,126-82.3% |
| Participation rate | 87.1% | 68.7%+18.4pp | 76.5%+10.6pp | 69.5%+17.6pp |
| Annual return | 3.71% | 530.19%-526.5pp | 176.29%-172.6pp | 73.15%-69.4pp |
| Employer contribution / active EE | $1,874 | $2,471-24.2% | $3,680-49.1% | $2,343-20.0% |
| Participant deferral / active EE | $2,281 | $2,854-20.1% | $3,897-41.5% | $3,332-31.5% |
| Admin fee / account holder | $690 | $3,841-82.0% | $5,194-86.7% | $4,645-85.1% |