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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 | $4,410 | $111,535-96.0% | $105,223-95.8% | $137,256-96.8% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 10.28% | 237.85%-227.6pp | 180.65%-170.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,630 | $3,939-58.6% | $3,689-55.8% | $4,156-60.8% |
| Participant deferral / active EE | $1,845 | $5,500-66.5% | $5,072-63.6% | $6,407-71.2% |
| Admin fee / account holder | $5,761 | $9,721-40.7% | $8,859-35.0% | $12,270-53.1% |