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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 | $9,963 | $129,737-92.3% | $119,126-91.6% | $154,746-93.6% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 6.79% | 379.08%-372.3pp | 282.11%-275.3pp | 172.34%-165.5pp |
| Employer contribution / active EE | $3,911 | $4,375-10.6% | $4,034-3.0% | $4,379-10.7% |
| Participant deferral / active EE | $8,160 | $5,842+39.7% | $5,318+53.5% | $6,730+21.2% |
| Admin fee / account holder | $18,373 | $11,961+53.6% | $10,693+71.8% | $14,365+27.9% |