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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 | $13,404 | $183,516-92.7% | $155,534-91.4% | $145,884-90.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 2.71% | 61.43%-58.7pp | 64.92%-62.2pp | 551.85%-549.1pp |
| Employer contribution / active EE | $2,329 | $5,315-56.2% | $4,675-50.2% | $4,662-50.0% |
| Participant deferral / active EE | $3,098 | $6,467-52.1% | $5,630-45.0% | $6,690-53.7% |
| Admin fee / account holder | $6,352 | $19,293-67.1% | $15,900-60.1% | $13,392-52.6% |