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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 | $17,096 | $228,395-92.5% | $185,861-90.8% | $158,982-89.2% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.0%+12.9pp | 82.0%+8.9pp |
| Annual return | 0.95% | 40.82%-39.9pp | 35.96%-35.0pp | 302.99%-302.0pp |
| Employer contribution / active EE | $1,262 | $4,968-74.6% | $4,088-69.1% | $4,763-73.5% |
| Participant deferral / active EE | $2,287 | $6,417-64.4% | $5,634-59.4% | $5,983-61.8% |
| Admin fee / account holder | $13,709 | $11,869+15.5% | $9,503+44.3% | $11,252+21.8% |