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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 | $4,354 | $183,592-97.6% | $155,574-97.2% | $145,877-97.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 5.40% | 61.37%-56.0pp | 64.87%-59.5pp | 551.28%-545.9pp |
| Employer contribution / active EE | $1,222 | $5,317-77.0% | $4,676-73.9% | $4,663-73.8% |
| Participant deferral / active EE | $2,412 | $6,466-62.7% | $5,629-57.2% | $6,691-63.9% |
| Admin fee / account holder | $5,330 | $19,316-72.4% | $15,914-66.5% | $13,402-60.2% |