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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 | $16,534 | $118,708-86.1% | $98,920-83.3% | $158,966-89.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 3.99% | 372.49%-368.5pp | 196.47%-192.5pp | 302.95%-299.0pp |
| Employer contribution / active EE | $1,363 | $3,334-59.1% | $2,689-49.3% | $4,762-71.4% |
| Participant deferral / active EE | $5,179 | $5,089+1.8% | $4,245+22.0% | $5,983-13.4% |
| Admin fee / account holder | $7,443 | $10,134-26.6% | $6,643+12.0% | $11,250-33.8% |