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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 | $16,743 | $124,346-86.5% | $111,308-85.0% | $167,536-90.0% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 3.62% | 37.45%-33.8pp | 54.67%-51.0pp | 478.82%-475.2pp |
| Employer contribution / active EE | $1,426 | $3,437-58.5% | $2,732-47.8% | $4,839-70.5% |
| Participant deferral / active EE | $3,533 | $5,182-31.8% | $4,487-21.3% | $6,342-44.3% |
| Admin fee / account holder | $33,313 | $10,621+213.6% | $7,965+318.2% | $12,315+170.5% |