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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 | $15,812 | $63,346-75.0% | $92,240-82.9% | $70,126-77.5% |
| Participation rate | 80.6% | 68.7%+11.9pp | 76.5%+4.1pp | 69.5%+11.0pp |
| Annual return | 8.75% | 530.19%-521.4pp | 176.29%-167.5pp | 73.15%-64.4pp |
| Employer contribution / active EE | $1,139 | $2,471-53.9% | $3,680-69.0% | $2,343-51.4% |
| Participant deferral / active EE | $1,740 | $2,854-39.0% | $3,897-55.4% | $3,332-47.8% |
| Admin fee / account holder | $2,100 | $3,841-45.3% | $5,194-59.6% | $4,645-54.8% |