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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 | $3,866 | $148,582-97.4% | $135,942-97.2% | $139,456-97.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 9.41% | 79.26%-69.8pp | 68.28%-58.9pp | 373.45%-364.0pp |
| Employer contribution / active EE | $1,820 | $5,245-65.3% | $4,858-62.5% | $4,753-61.7% |
| Participant deferral / active EE | $3,763 | $8,101-53.6% | $7,759-51.5% | $6,711-43.9% |
| Admin fee / account holder | $22,535 | $12,402+81.7% | $10,764+109.4% | $11,407+97.6% |