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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 | $15,329 | $124,346-87.7% | $111,308-86.2% | $167,536-90.9% |
| Participation rate | 70.0% | 79.6%-9.6pp | 77.3%-7.3pp | 82.1%-12.1pp |
| Annual return | 2.50% | 37.45%-35.0pp | 54.67%-52.2pp | 478.82%-476.3pp |
| Employer contribution / active EE | $1,247 | $3,437-63.7% | $2,732-54.4% | $4,839-74.2% |
| Participant deferral / active EE | $4,027 | $5,182-22.3% | $4,487-10.3% | $6,342-36.5% |
| Admin fee / account holder | $1,353 | $10,621-87.3% | $7,965-83.0% | $12,315-89.0% |