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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 | $111,535-95.2% | $105,223-94.9% | $137,256-96.1% |
| Participation rate | 73.7% | 78.1%-4.4pp | 75.0%-1.4pp | 80.0%-6.3pp |
| Annual return | 3.61% | 237.85%-234.2pp | 180.65%-177.0pp | 220.34%-216.7pp |
| Employer contribution / active EE | $1,038 | $3,939-73.7% | $3,689-71.9% | $4,156-75.0% |
| Participant deferral / active EE | $2,966 | $5,500-46.1% | $5,072-41.5% | $6,407-53.7% |
| Admin fee / account holder | $11,254 | $9,721+15.8% | $8,859+27.0% | $12,270-8.3% |