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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 | $19,766 | $81,208-75.7% | $98,920-80.0% | $79,852-75.2% |
| Participation rate | 71.7% | 72.5%-0.8pp | 76.0%-4.3pp | 69.6%+2.1pp |
| Annual return | 7.30% | 60.99%-53.7pp | 196.47%-189.2pp | 31.72%-24.4pp |
| Employer contribution / active EE | $1,157 | $1,960-40.9% | $2,689-57.0% | $2,471-53.2% |
| Participant deferral / active EE | $1,766 | $3,265-45.9% | $4,245-58.4% | $3,740-52.8% |
| Admin fee / account holder | $7,228 | $6,013+20.2% | $6,643+8.8% | $5,306+36.2% |