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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 | $5,704 | $111,535-94.9% | $105,223-94.6% | $137,256-95.8% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 9.82% | 237.85%-228.0pp | 180.65%-170.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,294 | $3,939-67.1% | $3,689-64.9% | $4,156-68.9% |
| Participant deferral / active EE | $2,060 | $5,500-62.5% | $5,072-59.4% | $6,407-67.8% |
| Admin fee / account holder | $5,693 | $9,721-41.4% | $8,859-35.7% | $12,270-53.6% |