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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 | $16,539 | $85,766-80.7% | $136,298-87.9% | $70,126-76.4% |
| Participation rate | 74.1% | 74.2%-0.1pp | 81.9%-7.8pp | 69.5%+4.5pp |
| Annual return | 11.29% | 31.46%-20.2pp | 5156.27%-5145.0pp | 73.15%-61.9pp |
| Employer contribution / active EE | $2,535 | $2,966-14.5% | $4,696-46.0% | $2,343+8.2% |
| Participant deferral / active EE | $4,819 | $5,051-4.6% | $6,247-22.9% | $3,332+44.6% |
| Admin fee / account holder | $2,779 | $5,421-48.7% | $9,244-69.9% | $4,645-40.2% |