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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 | $35,012 | $137,414-74.5% | $189,537-81.5% | $85,847-59.2% |
| Participation rate | 76.5% | 84.6%-8.1pp | 87.8%-11.3pp | 69.3%+7.2pp |
| Annual return | 9.70% | 38.14%-28.4pp | 555.34%-545.6pp | 318.61%-308.9pp |
| Employer contribution / active EE | $2,312 | $4,344-46.8% | $6,161-62.5% | $2,565-9.9% |
| Participant deferral / active EE | $3,442 | $6,260-45.0% | $8,220-58.1% | $3,952-12.9% |
| Admin fee / account holder | $8,641 | $8,630+0.1% | $12,048-28.3% | $6,261+38.0% |