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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 | $14,644 | $183,988-92.0% | $162,177-91.0% | $152,897-90.4% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.6%-2.6pp | 82.5%+2.5pp |
| Annual return | 2.37% | 150.79%-148.4pp | 115.60%-113.2pp | 345.43%-343.1pp |
| Employer contribution / active EE | $3,481 | $6,370-45.4% | $5,613-38.0% | $4,764-26.9% |
| Participant deferral / active EE | $5,639 | $8,032-29.8% | $7,297-22.7% | $5,851-3.6% |
| Admin fee / account holder | $32,875 | $13,123+150.5% | $10,843+203.2% | $11,599+183.4% |