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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 | $9,935 | $165,399-94.0% | $149,745-93.4% | $158,982-93.8% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 1.71% | 348.34%-346.6pp | 276.72%-275.0pp | 302.99%-301.3pp |
| Employer contribution / active EE | $2,354 | $5,105-53.9% | $4,646-49.3% | $4,763-50.6% |
| Participant deferral / active EE | $5,378 | $7,183-25.1% | $6,843-21.4% | $5,983-10.1% |
| Admin fee / account holder | $37,583 | $10,811+247.6% | $9,312+303.6% | $11,252+234.0% |