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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 | $11,136 | $129,737-91.4% | $119,126-90.7% | $154,746-92.8% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 7.97% | 379.08%-371.1pp | 282.11%-274.1pp | 172.34%-164.4pp |
| Employer contribution / active EE | $1,423 | $4,375-67.5% | $4,034-64.7% | $4,379-67.5% |
| Participant deferral / active EE | $3,795 | $5,842-35.0% | $5,318-28.6% | $6,730-43.6% |
| Admin fee / account holder | $19,872 | $11,961+66.1% | $10,693+85.8% | $14,365+38.3% |