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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% | $155,567-91.7% | $145,959-91.2% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 4.70% | 61.24%-56.5pp | 64.74%-60.0pp | 561.95%-557.2pp |
| Employer contribution / active EE | $2,188 | $5,315-58.8% | $4,674-53.2% | $4,661-53.1% |
| Participant deferral / active EE | $4,160 | $6,464-35.7% | $5,628-26.1% | $6,689-37.8% |
| Admin fee / account holder | $2,583 | $19,318-86.6% | $15,916-83.8% | $13,398-80.7% |