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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 | $19,090 | $178,174-89.3% | $156,181-87.8% | $137,256-86.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 8.56% | 84.19%-75.6pp | 64.87%-56.3pp | 220.34%-211.8pp |
| Employer contribution / active EE | $2,316 | $4,972-53.4% | $4,294-46.1% | $4,156-44.3% |
| Participant deferral / active EE | $3,859 | $6,888-44.0% | $6,132-37.1% | $6,407-39.8% |
| Admin fee / account holder | $22,418 | $17,404+28.8% | $14,586+53.7% | $12,270+82.7% |