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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 | $14,353 | $102,393-86.0% | $147,041-90.2% | $80,911-82.3% |
| Participation rate | 84.6% | 75.9%+8.8pp | 82.2%+2.4pp | 67.6%+17.0pp |
| Annual return | 11.19% | 134.95%-123.8pp | 419.21%-408.0pp | 35.63%-24.4pp |
| Employer contribution / active EE | $1,965 | $3,715-47.1% | $4,935-60.2% | $2,756-28.7% |
| Participant deferral / active EE | $4,798 | $6,647-27.8% | $8,071-40.6% | $4,297+11.6% |
| Admin fee / account holder | $3,020 | $7,943-62.0% | $13,006-76.8% | $6,935-56.5% |