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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 | $30,685 | $152,074-79.8% | $137,474-77.7% | $198,609-84.5% |
| Participation rate | 89.5% | 85.3%+4.1pp | 83.5%+6.0pp | 82.4%+7.1pp |
| Annual return | 2.91% | 10.68%-7.8pp | 11.53%-8.6pp | 202.70%-199.8pp |
| Employer contribution / active EE | $2,326 | $5,444-57.3% | $5,048-53.9% | $5,055-54.0% |
| Participant deferral / active EE | $4,603 | $6,522-29.4% | $6,155-25.2% | $6,977-34.0% |
| Admin fee / account holder | $300 | $11,950-97.5% | $10,602-97.2% | $19,030-98.4% |