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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 | $7,377 | $182,442-96.0% | $163,379-95.5% | $138,895-94.7% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.8%+5.0pp | 79.9%+1.9pp |
| Annual return | 0.67% | 72.74%-72.1pp | 63.41%-62.7pp | 145.39%-144.7pp |
| Employer contribution / active EE | $757 | $4,159-81.8% | $3,752-79.8% | $4,194-82.0% |
| Participant deferral / active EE | $1,952 | $6,817-71.4% | $6,282-68.9% | $6,396-69.5% |
| Admin fee / account holder | $5,381 | $10,396-48.2% | $9,818-45.2% | $12,562-57.2% |