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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 | $19,509 | $166,131-88.3% | $164,975-88.2% | $145,877-86.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 7.37% | 100.37%-93.0pp | 70.12%-62.8pp | 551.28%-543.9pp |
| Employer contribution / active EE | $2,209 | $5,276-58.1% | $4,343-49.1% | $4,663-52.6% |
| Participant deferral / active EE | $3,503 | $6,962-49.7% | $6,033-41.9% | $6,691-47.6% |
| Admin fee / account holder | $10,943 | $16,648-34.3% | $12,688-13.8% | $13,402-18.4% |