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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 | $14,458 | $160,040-91.0% | $147,096-90.2% | $145,877-90.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 4.86% | 98.49%-93.6pp | 419.75%-414.9pp | 551.28%-546.4pp |
| Employer contribution / active EE | $2,368 | $5,289-55.2% | $4,936-52.0% | $4,663-49.2% |
| Participant deferral / active EE | $6,438 | $8,429-23.6% | $8,071-20.2% | $6,691-3.8% |
| Admin fee / account holder | $3,232 | $15,050-78.5% | $13,005-75.1% | $13,402-75.9% |