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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 | $13,410 | $160,028-91.6% | $147,080-90.9% | $145,884-90.8% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.6pp |
| Annual return | 8.09% | 98.60%-90.5pp | 420.17%-412.1pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,420 | $5,286-73.1% | $4,933-71.2% | $4,662-69.5% |
| Participant deferral / active EE | $3,267 | $8,422-61.2% | $8,066-59.5% | $6,690-51.2% |
| Admin fee / account holder | $4,140 | $15,030-72.5% | $12,989-68.1% | $13,392-69.1% |