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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 | $14,532 | $185,312-92.2% | $161,489-91.0% | $154,746-90.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 0.61% | 103.84%-103.2pp | 89.72%-89.1pp | 172.34%-171.7pp |
| Employer contribution / active EE | $1,617 | $4,769-66.1% | $4,268-62.1% | $4,379-63.1% |
| Participant deferral / active EE | $7,501 | $6,350+18.1% | $5,630+33.2% | $6,730+11.5% |
| Admin fee / account holder | $40,415 | $18,654+116.6% | $16,006+152.5% | $14,365+181.3% |