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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 | $10,849 | $156,398-93.1% | $147,318-92.6% | $138,895-92.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 12.09% | 78.75%-66.7pp | 70.43%-58.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $1,437 | $4,853-70.4% | $4,593-68.7% | $4,194-65.7% |
| Participant deferral / active EE | $5,182 | $8,237-37.1% | $7,906-34.5% | $6,396-19.0% |
| Admin fee / account holder | $6,090 | $14,976-59.3% | $13,708-55.6% | $12,562-51.5% |