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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 | $16,444 | $166,268-90.1% | $165,100-90.0% | $145,897-88.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 5.77% | 100.52%-94.8pp | 70.21%-64.4pp | 552.29%-546.5pp |
| Employer contribution / active EE | $1,611 | $5,284-69.5% | $4,348-62.9% | $4,663-65.4% |
| Participant deferral / active EE | $3,966 | $6,964-43.1% | $6,035-34.3% | $6,689-40.7% |
| Admin fee / account holder | $4,275 | $16,659-74.3% | $12,696-66.3% | $13,390-68.1% |