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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 | $12,866 | $183,592-93.0% | $155,574-91.7% | $145,877-91.2% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 4.70% | 61.37%-56.7pp | 64.87%-60.2pp | 551.28%-546.6pp |
| Employer contribution / active EE | $2,188 | $5,317-58.8% | $4,676-53.2% | $4,663-53.1% |
| Participant deferral / active EE | $4,160 | $6,466-35.7% | $5,629-26.1% | $6,691-37.8% |
| Admin fee / account holder | $2,583 | $19,316-86.6% | $15,914-83.8% | $13,402-80.7% |