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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 | $10,368 | $232,540-95.5% | $185,117-94.4% | $147,586-93.0% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 82.8%+4.7pp |
| Annual return | 5.27% | 43.03%-37.8pp | 40.50%-35.2pp | 578.59%-573.3pp |
| Employer contribution / active EE | $1,137 | $5,195-78.1% | $4,182-72.8% | $4,876-76.7% |
| Participant deferral / active EE | $2,519 | $5,834-56.8% | $5,045-50.1% | $5,439-53.7% |
| Admin fee / account holder | $326 | $10,275-96.8% | $8,159-96.0% | $10,886-97.0% |