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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 | $6,660 | $215,361-96.9% | $171,082-96.1% | $273,972-97.6% |
| Participation rate | 88.9% | 82.0%+6.9pp | 76.7%+12.2pp | 83.0%+5.9pp |
| Annual return | -1.36% | 25.14%-26.5pp | 32.56%-33.9pp | 41.46%-42.8pp |
| Employer contribution / active EE | $1,055 | $4,967-78.8% | $4,002-73.6% | $4,869-78.3% |
| Participant deferral / active EE | $2,261 | $5,543-59.2% | $4,797-52.9% | $5,287-57.2% |
| Admin fee / account holder | $384 | $10,846-96.5% | $8,520-95.5% | $10,133-96.2% |