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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 | $22,954 | $81,208-71.7% | $98,920-76.8% | $79,852-71.3% |
| Participation rate | 76.9% | 72.5%+4.4pp | 76.0%+0.9pp | 69.6%+7.3pp |
| Annual return | 9.26% | 60.99%-51.7pp | 196.47%-187.2pp | 31.72%-22.5pp |
| Employer contribution / active EE | $770 | $1,960-60.7% | $2,689-71.4% | $2,471-68.8% |
| Participant deferral / active EE | $3,034 | $3,265-7.1% | $4,245-28.5% | $3,740-18.9% |
| Admin fee / account holder | $535 | $6,013-91.1% | $6,643-91.9% | $5,306-89.9% |