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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 | $10,756 | $183,539-94.1% | $155,556-93.1% | $145,897-92.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 2.21% | 61.31%-59.1pp | 64.84%-62.6pp | 552.29%-550.1pp |
| Employer contribution / active EE | $1,896 | $5,315-64.3% | $4,675-59.4% | $4,663-59.3% |
| Participant deferral / active EE | $4,123 | $6,467-36.2% | $5,631-26.8% | $6,689-38.4% |
| Admin fee / account holder | $13,983 | $19,275-27.5% | $15,885-12.0% | $13,390+4.4% |