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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 | $13,407 | $202,342-93.4% | $172,752-92.2% | $152,897-91.2% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 10.36% | 1029.83%-1019.5pp | 802.97%-792.6pp | 345.43%-335.1pp |
| Employer contribution / active EE | $1,728 | $5,858-70.5% | $5,144-66.4% | $4,764-63.7% |
| Participant deferral / active EE | $2,629 | $5,948-55.8% | $5,198-49.4% | $5,851-55.1% |
| Admin fee / account holder | $1,252 | $17,111-92.7% | $13,955-91.0% | $11,599-89.2% |