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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 | $18,633 | $93,345-80.0% | $119,126-84.4% | $87,485-78.7% |
| Participation rate | 76.9% | 68.7%+8.2pp | 75.8%+1.2pp | 68.9%+8.0pp |
| Annual return | 5.98% | 19.08%-13.1pp | 282.11%-276.1pp | 26.06%-20.1pp |
| Employer contribution / active EE | $1,176 | $3,172-62.9% | $4,034-70.9% | $2,596-54.7% |
| Participant deferral / active EE | $3,731 | $4,099-9.0% | $5,318-29.8% | $4,274-12.7% |
| Admin fee / account holder | $13,816 | $8,039+71.9% | $10,693+29.2% | $7,775+77.7% |