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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 | $9,420 | $144,130-93.5% | $117,861-92.0% | $147,586-93.6% |
| Participation rate | 78.6% | 83.4%-4.9pp | 79.7%-1.1pp | 82.8%-4.3pp |
| Annual return | 3.61% | 531.20%-527.6pp | 335.11%-331.5pp | 578.59%-575.0pp |
| Employer contribution / active EE | $2,048 | $4,897-58.2% | $3,786-45.9% | $4,876-58.0% |
| Participant deferral / active EE | $4,944 | $5,316-7.0% | $4,482+10.3% | $5,439-9.1% |
| Admin fee / account holder | $2,916 | $10,887-73.2% | $8,021-63.6% | $10,886-73.2% |