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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 | $9,770 | $183,627-94.7% | $155,602-93.7% | $145,978-93.3% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 2.15% | 61.32%-59.2pp | 64.81%-62.7pp | 550.52%-548.4pp |
| Employer contribution / active EE | $1,233 | $5,316-76.8% | $4,675-73.6% | $4,662-73.6% |
| Participant deferral / active EE | $3,550 | $6,466-45.1% | $5,629-36.9% | $6,690-46.9% |
| Admin fee / account holder | $2,316 | $19,327-88.0% | $15,923-85.5% | $13,400-82.7% |