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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 | $19,770 | $150,447-86.9% | $136,298-85.5% | $147,586-86.6% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 7.86% | 1049.15%-1041.3pp | 5156.27%-5148.4pp | 578.59%-570.7pp |
| Employer contribution / active EE | $1,872 | $5,256-64.4% | $4,696-60.1% | $4,876-61.6% |
| Participant deferral / active EE | $4,196 | $6,631-36.7% | $6,247-32.8% | $5,439-22.9% |
| Admin fee / account holder | $45,635 | $10,906+318.4% | $9,244+393.7% | $10,886+319.2% |