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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 | $12,049 | $148,629-91.9% | $135,982-91.1% | $139,487-91.4% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.4pp | 80.3%+6.0pp |
| Annual return | 8.70% | 79.33%-70.6pp | 68.32%-59.6pp | 373.84%-365.1pp |
| Employer contribution / active EE | $1,347 | $5,247-74.3% | $4,859-72.3% | $4,755-71.7% |
| Participant deferral / active EE | $3,678 | $8,102-54.6% | $7,760-52.6% | $6,713-45.2% |
| Admin fee / account holder | $6,285 | $12,406-49.3% | $10,767-41.6% | $11,407-44.9% |