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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 | $11,071 | $102,638-89.2% | $81,982-86.5% | $158,982-93.0% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.3%+2.2pp | 82.0%-10.5pp |
| Annual return | 3.41% | 61.05%-57.6pp | 41.31%-37.9pp | 302.99%-299.6pp |
| Employer contribution / active EE | $1,531 | $3,241-52.8% | $2,498-38.7% | $4,763-67.9% |
| Participant deferral / active EE | $2,307 | $4,649-50.4% | $3,722-38.0% | $5,983-61.4% |
| Admin fee / account holder | $6,431 | $8,237-21.9% | $5,665+13.5% | $11,252-42.8% |