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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 | $17,704 | $157,304-88.7% | $141,197-87.5% | $152,909-88.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 8.88% | 64.34%-55.5pp | 71.41%-62.5pp | 345.46%-336.6pp |
| Employer contribution / active EE | $1,651 | $5,263-68.6% | $4,736-65.2% | $4,764-65.4% |
| Participant deferral / active EE | $6,628 | $7,111-6.8% | $6,710-1.2% | $5,851+13.3% |
| Admin fee / account holder | $7,301 | $12,126-39.8% | $10,265-28.9% | $11,601-37.1% |