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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 | $7,194 | $178,174-96.0% | $156,181-95.4% | $137,256-94.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 6.96% | 84.19%-77.2pp | 64.87%-57.9pp | 220.34%-213.4pp |
| Employer contribution / active EE | $1,941 | $4,972-61.0% | $4,294-54.8% | $4,156-53.3% |
| Participant deferral / active EE | $8,240 | $6,888+19.6% | $6,132+34.4% | $6,407+28.6% |
| Admin fee / account holder | $12,917 | $17,404-25.8% | $14,586-11.4% | $12,270+5.3% |