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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 | $12,103 | $225,673-94.6% | $203,872-94.1% | $155,188-92.2% |
| Participation rate | 94.4% | 80.3%+14.1pp | 77.8%+16.6pp | 80.8%+13.6pp |
| Annual return | 5.22% | 95.91%-90.7pp | 85.11%-79.9pp | 148.84%-143.6pp |
| Employer contribution / active EE | $1,006 | $4,099-75.5% | $3,757-73.2% | $4,248-76.3% |
| Participant deferral / active EE | $3,043 | $6,893-55.8% | $6,388-52.4% | $6,531-53.4% |
| Admin fee / account holder | $1,129 | $12,327-90.8% | $11,730-90.4% | $14,480-92.2% |