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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 | $23,010 | $198,457-88.4% | $170,435-86.5% | $147,586-84.4% |
| Participation rate | 91.3% | 88.0%+3.3pp | 83.6%+7.7pp | 82.8%+8.5pp |
| Annual return | 2.37% | 257.30%-254.9pp | 205.94%-203.6pp | 578.59%-576.2pp |
| Employer contribution / active EE | $1,974 | $6,183-68.1% | $5,432-63.7% | $4,876-59.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,844 | $16,852-89.1% | $13,881-86.7% | $10,886-83.1% |