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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 | $31,464 | $196,972-84.0% | $182,262-82.7% | $198,609-84.2% |
| Participation rate | 90.9% | 85.7%+5.2pp | 84.2%+6.7pp | 82.4%+8.5pp |
| Annual return | 1.57% | 158.27%-156.7pp | 140.60%-139.0pp | 202.70%-201.1pp |
| Employer contribution / active EE | $3,551 | $5,364-33.8% | $5,046-29.6% | $5,055-29.8% |
| Participant deferral / active EE | $20,588 | $8,643+138.2% | $8,276+148.8% | $6,977+195.1% |
| Admin fee / account holder | $2,713 | $18,429-85.3% | $16,712-83.8% | $19,030-85.7% |