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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 | $196,972-92.1% | $182,262-91.4% | $198,609-92.1% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 1.49% | 158.27%-156.8pp | 140.60%-139.1pp | 202.70%-201.2pp |
| Employer contribution / active EE | $1,935 | $5,364-63.9% | $5,046-61.7% | $5,055-61.7% |
| Participant deferral / active EE | $6,685 | $8,643-22.7% | $8,276-19.2% | $6,977-4.2% |
| Admin fee / account holder | $2,800 | $18,429-84.8% | $16,712-83.2% | $19,030-85.3% |