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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 | $15,640 | $162,136-90.4% | $152,301-89.7% | $154,746-89.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 1.49% | 91.02%-89.5pp | 80.50%-79.0pp | 172.34%-170.8pp |
| Employer contribution / active EE | $1,935 | $4,890-60.4% | $4,624-58.2% | $4,379-55.8% |
| Participant deferral / active EE | $6,685 | $8,341-19.9% | $8,004-16.5% | $6,730-0.7% |
| Admin fee / account holder | $2,800 | $15,759-82.2% | $14,398-80.6% | $14,365-80.5% |