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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 | $166,131-91.5% | $164,975-91.5% | $145,877-90.4% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 4.11% | 100.37%-96.3pp | 70.12%-66.0pp | 551.28%-547.2pp |
| Employer contribution / active EE | $4,129 | $5,276-21.7% | $4,343-4.9% | $4,663-11.5% |
| Participant deferral / active EE | $5,491 | $6,962-21.1% | $6,033-9.0% | $6,691-17.9% |
| Admin fee / account holder | $10,865 | $16,648-34.7% | $12,688-14.4% | $13,402-18.9% |