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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 | $5,704 | $114,119-95.0% | $107,187-94.7% | $138,895-95.9% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.8pp | 79.9%-2.1pp |
| Annual return | 9.82% | 273.21%-263.4pp | 204.55%-194.7pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,294 | $4,059-68.1% | $3,782-65.8% | $4,194-69.1% |
| Participant deferral / active EE | $2,060 | $5,538-62.8% | $5,096-59.6% | $6,396-67.8% |
| Admin fee / account holder | $5,693 | $10,024-43.2% | $9,162-37.9% | $12,562-54.7% |