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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 | $21,021 | $124,346-83.1% | $111,308-81.1% | $167,536-87.5% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 8.14% | 37.45%-29.3pp | 54.67%-46.5pp | 478.82%-470.7pp |
| Employer contribution / active EE | $2,398 | $3,437-30.2% | $2,732-12.2% | $4,839-50.5% |
| Participant deferral / active EE | $2,951 | $5,182-43.1% | $4,487-34.2% | $6,342-53.5% |
| Admin fee / account holder | $31,585 | $10,621+197.4% | $7,965+296.5% | $12,315+156.5% |