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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 | $12,040 | $150,346-92.0% | $120,524-90.0% | $145,877-91.7% |
| Participation rate | 77.8% | 78.8%-1.0pp | 71.9%+5.8pp | 80.3%-2.5pp |
| Annual return | 6.02% | 154.40%-148.4pp | 107.36%-101.3pp | 551.28%-545.3pp |
| Employer contribution / active EE | $1,473 | $4,353-66.2% | $3,469-57.5% | $4,663-68.4% |
| Participant deferral / active EE | $2,511 | $6,172-59.3% | $4,994-49.7% | $6,691-62.5% |
| Admin fee / account holder | $1,479 | $12,215-87.9% | $9,440-84.3% | $13,402-89.0% |