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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 | $9,084 | $156,398-94.2% | $147,318-93.8% | $138,895-93.5% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 79.9%-1.3pp |
| Annual return | 6.86% | 78.75%-71.9pp | 70.43%-63.6pp | 145.39%-138.5pp |
| Employer contribution / active EE | $3,870 | $4,853-20.3% | $4,593-15.7% | $4,194-7.7% |
| Participant deferral / active EE | $8,807 | $8,237+6.9% | $7,906+11.4% | $6,396+37.7% |
| Admin fee / account holder | $4,358 | $14,976-70.9% | $13,708-68.2% | $12,562-65.3% |