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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 | $18,562 | $178,174-89.6% | $156,181-88.1% | $137,256-86.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 8.67% | 84.19%-75.5pp | 64.87%-56.2pp | 220.34%-211.7pp |
| Employer contribution / active EE | $2,058 | $4,972-58.6% | $4,294-52.1% | $4,156-50.5% |
| Participant deferral / active EE | $4,109 | $6,888-40.3% | $6,132-33.0% | $6,407-35.9% |
| Admin fee / account holder | $26,738 | $17,404+53.6% | $14,586+83.3% | $12,270+117.9% |