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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 | $5,241 | $114,119-95.4% | $107,187-95.1% | $138,895-96.2% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 9.46% | 273.21%-263.7pp | 204.55%-195.1pp | 145.39%-135.9pp |
| Employer contribution / active EE | $1,928 | $4,059-52.5% | $3,782-49.0% | $4,194-54.0% |
| Participant deferral / active EE | $2,388 | $5,538-56.9% | $5,096-53.1% | $6,396-62.7% |
| Admin fee / account holder | $505 | $10,024-95.0% | $9,162-94.5% | $12,562-96.0% |