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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 | $13,750 | $183,539-92.5% | $155,556-91.2% | $145,897-90.6% |
| Participation rate | 81.3% | 82.7%-1.5pp | 78.2%+3.0pp | 80.3%+0.9pp |
| Annual return | 6.13% | 61.31%-55.2pp | 64.84%-58.7pp | 552.29%-546.2pp |
| Employer contribution / active EE | $2,385 | $5,315-55.1% | $4,675-49.0% | $4,663-48.9% |
| Participant deferral / active EE | $3,326 | $6,467-48.6% | $5,631-40.9% | $6,689-50.3% |
| Admin fee / account holder | $319 | $19,275-98.3% | $15,885-98.0% | $13,390-97.6% |