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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 | $12,228 | $209,425-94.2% | $178,499-93.1% | $158,966-92.3% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 1.33% | 188.80%-187.5pp | 151.10%-149.8pp | 302.95%-301.6pp |
| Employer contribution / active EE | $1,655 | $5,707-71.0% | $5,011-67.0% | $4,762-65.3% |
| Participant deferral / active EE | $2,658 | $5,955-55.4% | $5,202-48.9% | $5,983-55.6% |
| Admin fee / account holder | $614 | $17,078-96.4% | $13,986-95.6% | $11,250-94.5% |