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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 | $4,955 | $174,379-97.2% | $152,093-96.7% | $138,895-96.4% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 0.38% | 74.86%-74.5pp | 66.36%-66.0pp | 145.39%-145.0pp |
| Employer contribution / active EE | $1,886 | $4,652-59.5% | $4,175-54.8% | $4,194-55.0% |
| Participant deferral / active EE | $2,245 | $6,159-63.6% | $5,451-58.8% | $6,396-64.9% |
| Admin fee / account holder | $3,174 | $16,880-81.2% | $14,497-78.1% | $12,562-74.7% |