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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 | $5,392 | $129,737-95.8% | $119,126-95.5% | $154,746-96.5% |
| Participation rate | 73.7% | 78.9%-5.2pp | 75.8%-2.1pp | 80.7%-7.0pp |
| Annual return | 3.61% | 379.08%-375.5pp | 282.11%-278.5pp | 172.34%-168.7pp |
| Employer contribution / active EE | $1,038 | $4,375-76.3% | $4,034-74.3% | $4,379-76.3% |
| Participant deferral / active EE | $2,966 | $5,842-49.2% | $5,318-44.2% | $6,730-55.9% |
| Admin fee / account holder | $11,254 | $11,961-5.9% | $10,693+5.2% | $14,365-21.7% |