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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 | $183,539-97.6% | $155,556-97.2% | $145,897-97.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 5.40% | 61.31%-55.9pp | 64.84%-59.4pp | 552.29%-546.9pp |
| Employer contribution / active EE | $1,222 | $5,315-77.0% | $4,675-73.9% | $4,663-73.8% |
| Participant deferral / active EE | $2,412 | $6,467-62.7% | $5,631-57.2% | $6,689-63.9% |
| Admin fee / account holder | $5,330 | $19,275-72.3% | $15,885-66.4% | $13,390-60.2% |