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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 | $8,207 | $114,119-92.8% | $107,187-92.3% | $138,895-94.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 9.05% | 273.21%-264.2pp | 204.55%-195.5pp | 145.39%-136.3pp |
| Employer contribution / active EE | $1,462 | $4,059-64.0% | $3,782-61.3% | $4,194-65.1% |
| Participant deferral / active EE | $2,493 | $5,538-55.0% | $5,096-51.1% | $6,396-61.0% |
| Admin fee / account holder | $2,631 | $10,024-73.7% | $9,162-71.3% | $12,562-79.1% |