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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 | $17,425 | $176,077-90.1% | $159,455-89.1% | $167,518-89.6% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 1.47% | 331.83%-330.4pp | 263.63%-262.2pp | 478.71%-477.2pp |
| Employer contribution / active EE | $2,672 | $5,298-49.6% | $4,830-44.7% | $4,838-44.8% |
| Participant deferral / active EE | $4,732 | $7,751-39.0% | $7,353-35.7% | $6,342-25.4% |
| Admin fee / account holder | $1,744 | $12,556-86.1% | $10,800-83.9% | $12,312-85.8% |