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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 | $3,443 | $100,203-96.6% | $85,240-96.0% | $145,897-97.6% |
| Participation rate | 73.9% | 74.1%-0.2pp | 67.5%+6.4pp | 80.3%-6.4pp |
| Annual return | 5.84% | 84.28%-78.4pp | 66.75%-60.9pp | 552.29%-546.5pp |
| Employer contribution / active EE | $2,265 | $3,242-30.1% | $2,735-17.2% | $4,663-51.4% |
| Participant deferral / active EE | $1,225 | $5,299-76.9% | $4,527-72.9% | $6,689-81.7% |
| Admin fee / account holder | $579 | $7,265-92.0% | $6,165-90.6% | $13,390-95.7% |