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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 | $13,662 | $102,393-86.7% | $147,041-90.7% | $80,911-83.1% |
| Participation rate | 75.8% | 75.9%-0.1pp | 82.2%-6.4pp | 67.6%+8.1pp |
| Annual return | 11.54% | 134.95%-123.4pp | 419.21%-407.7pp | 35.63%-24.1pp |
| Employer contribution / active EE | $1,374 | $3,715-63.0% | $4,935-72.2% | $2,756-50.2% |
| Participant deferral / active EE | $2,865 | $6,647-56.9% | $8,071-64.5% | $4,297-33.3% |
| Admin fee / account holder | $1,050 | $7,943-86.8% | $13,006-91.9% | $6,935-84.9% |