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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 | $2,680 | $171,930-98.4% | $151,266-98.2% | $154,746-98.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 4.03% | 242.03%-238.0pp | 180.60%-176.6pp | 172.34%-168.3pp |
| Employer contribution / active EE | $658 | $4,710-86.0% | $4,237-84.5% | $4,379-85.0% |
| Participant deferral / active EE | $5,886 | $8,191-28.1% | $7,337-19.8% | $6,730-12.5% |
| Admin fee / account holder | $13,785 | $15,803-12.8% | $13,159+4.8% | $14,365-4.0% |