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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 | $26,554 | $223,823-88.1% | $211,142-87.4% | $154,746-82.8% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 9.80% | 50.39%-40.6pp | 46.84%-37.0pp | 172.34%-162.5pp |
| Employer contribution / active EE | $1,683 | $6,787-75.2% | $6,442-73.9% | $4,379-61.6% |
| Participant deferral / active EE | $4,599 | $9,750-52.8% | $9,284-50.5% | $6,730-31.7% |
| Admin fee / account holder | $19,042 | $19,707-3.4% | $19,076-0.2% | $14,365+32.6% |