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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 | $4,680 | $162,136-97.1% | $152,301-96.9% | $154,746-97.0% |
| Participation rate | 87.0% | 84.1%+2.9pp | 82.4%+4.5pp | 80.7%+6.3pp |
| Annual return | 10.68% | 91.02%-80.3pp | 80.50%-69.8pp | 172.34%-161.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,985 | $8,341-52.2% | $8,004-50.2% | $6,730-40.8% |
| Admin fee / account holder | $3,435 | $15,759-78.2% | $14,398-76.1% | $14,365-76.1% |