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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 | $12,133 | $160,040-92.4% | $147,096-91.8% | $145,877-91.7% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 8.73% | 98.49%-89.8pp | 419.75%-411.0pp | 551.28%-542.6pp |
| Employer contribution / active EE | $1,901 | $5,289-64.1% | $4,936-61.5% | $4,663-59.2% |
| Participant deferral / active EE | $4,909 | $8,429-41.8% | $8,071-39.2% | $6,691-26.6% |
| Admin fee / account holder | $2,401 | $15,050-84.0% | $13,005-81.5% | $13,402-82.1% |