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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 | $12,052 | $183,516-93.4% | $155,534-92.3% | $145,884-91.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 8.05% | 61.43%-53.4pp | 64.92%-56.9pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,348 | $5,315-74.6% | $4,675-71.2% | $4,662-71.1% |
| Participant deferral / active EE | $4,207 | $6,467-34.9% | $5,630-25.3% | $6,690-37.1% |
| Admin fee / account holder | $471 | $19,293-97.6% | $15,900-97.0% | $13,392-96.5% |