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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 | $4,636 | $110,379-95.8% | $102,412-95.5% | $145,884-96.8% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 7.59% | 24.84%-17.3pp | 24.94%-17.4pp | 551.85%-544.3pp |
| Employer contribution / active EE | $1,134 | $4,216-73.1% | $3,870-70.7% | $4,662-75.7% |
| Participant deferral / active EE | $1,635 | $5,622-70.9% | $5,060-67.7% | $6,690-75.6% |
| Admin fee / account holder | $9,137 | $9,745-6.2% | $8,388+8.9% | $13,392-31.8% |