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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 | $14,172 | $156,398-90.9% | $147,318-90.4% | $138,895-89.8% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.6pp | 79.9%+6.7pp |
| Annual return | 11.14% | 78.75%-67.6pp | 70.43%-59.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,833 | $4,853-62.2% | $4,593-60.1% | $4,194-56.3% |
| Participant deferral / active EE | $2,951 | $8,237-64.2% | $7,906-62.7% | $6,396-53.9% |
| Admin fee / account holder | $1,137 | $14,976-92.4% | $13,708-91.7% | $12,562-90.9% |