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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 | $19,923 | $89,370-77.7% | $141,197-85.9% | $72,976-72.7% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 17.43% | 111.88%-94.4pp | 71.41%-54.0pp | 81.02%-63.6pp |
| Employer contribution / active EE | $2,622 | $3,115-15.8% | $4,736-44.6% | $2,440+7.5% |
| Participant deferral / active EE | $3,132 | $5,419-42.2% | $6,710-53.3% | $3,608-13.2% |
| Admin fee / account holder | $12,158 | $5,957+104.1% | $10,265+18.4% | $5,124+137.3% |