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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 | $18,613 | $63,346-70.6% | $92,240-79.8% | $70,126-73.5% |
| Participation rate | 77.6% | 68.7%+8.9pp | 76.5%+1.1pp | 69.5%+8.1pp |
| Annual return | 9.82% | 530.19%-520.4pp | 176.29%-166.5pp | 73.15%-63.3pp |
| Employer contribution / active EE | $2,443 | $2,471-1.1% | $3,680-33.6% | $2,343+4.3% |
| Participant deferral / active EE | $1,469 | $2,854-48.5% | $3,897-62.3% | $3,332-55.9% |
| Admin fee / account holder | $2,680 | $3,841-30.2% | $5,194-48.4% | $4,645-42.3% |