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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 | $14,065 | $166,268-91.5% | $165,100-91.5% | $145,897-90.4% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 4.11% | 100.52%-96.4pp | 70.21%-66.1pp | 552.29%-548.2pp |
| Employer contribution / active EE | $4,129 | $5,284-21.9% | $4,348-5.0% | $4,663-11.5% |
| Participant deferral / active EE | $5,491 | $6,964-21.2% | $6,035-9.0% | $6,689-17.9% |
| Admin fee / account holder | $10,865 | $16,659-34.8% | $12,696-14.4% | $13,390-18.9% |