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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 | $22,879 | $78,707-70.9% | $117,861-80.6% | $70,126-67.4% |
| Participation rate | 90.3% | 73.2%+17.1pp | 79.7%+10.7pp | 69.5%+20.8pp |
| Annual return | 8.52% | 23.30%-14.8pp | 335.11%-326.6pp | 73.15%-64.6pp |
| Employer contribution / active EE | $2,169 | $2,223-2.5% | $3,786-42.7% | $2,343-7.4% |
| Participant deferral / active EE | $1,800 | $3,297-45.4% | $4,482-59.8% | $3,332-46.0% |
| Admin fee / account holder | $3,986 | $5,066-21.3% | $8,021-50.3% | $4,645-14.2% |