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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 | $17,338 | $160,040-89.2% | $147,096-88.2% | $145,877-88.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 3.09% | 98.49%-95.4pp | 419.75%-416.7pp | 551.28%-548.2pp |
| Employer contribution / active EE | $3,389 | $5,289-35.9% | $4,936-31.3% | $4,663-27.3% |
| Participant deferral / active EE | $7,625 | $8,429-9.5% | $8,071-5.5% | $6,691+14.0% |
| Admin fee / account holder | $38,711 | $15,050+157.2% | $13,005+197.7% | $13,402+188.8% |