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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 | $22,420 | $209,428-89.3% | $178,498-87.4% | $158,950-85.9% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 1.02% | 188.78%-187.8pp | 151.09%-150.1pp | 302.91%-301.9pp |
| Employer contribution / active EE | $1,589 | $5,707-72.2% | $5,011-68.3% | $4,762-66.6% |
| Participant deferral / active EE | $2,314 | $5,955-61.1% | $5,202-55.5% | $5,983-61.3% |
| Admin fee / account holder | $790 | $17,077-95.4% | $13,985-94.3% | $11,248-93.0% |