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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 | $16,697 | $152,592-89.1% | $125,180-86.7% | $152,885-89.1% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 3.72% | 54.84%-51.1pp | 43.79%-40.1pp | 345.39%-341.7pp |
| Employer contribution / active EE | $1,693 | $4,947-65.8% | $3,866-56.2% | $4,763-64.5% |
| Participant deferral / active EE | $5,765 | $5,868-1.8% | $4,937+16.8% | $5,851-1.5% |
| Admin fee / account holder | $439 | $13,435-96.7% | $9,703-95.5% | $11,598-96.2% |