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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 | $19,587 | $217,432-91.0% | $185,849-89.5% | $167,536-88.3% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 8.60% | 148.42%-139.8pp | 122.10%-113.5pp | 478.82%-470.2pp |
| Employer contribution / active EE | $1,464 | $5,875-75.1% | $5,169-71.7% | $4,839-69.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,188 | $19,818-94.0% | $16,244-92.7% | $12,315-90.4% |