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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 | $12,473 | $154,228-91.9% | $145,433-91.4% | $137,256-90.9% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 10.52% | 74.59%-64.1pp | 66.58%-56.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,989 | $4,804-58.6% | $4,554-56.3% | $4,156-52.1% |
| Participant deferral / active EE | $4,251 | $8,216-48.3% | $7,897-46.2% | $6,407-33.6% |
| Admin fee / account holder | $5,268 | $14,344-63.3% | $13,129-59.9% | $12,270-57.1% |