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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 | $10,515 | $154,228-93.2% | $145,433-92.8% | $137,256-92.3% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 11.35% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,036 | $4,804-57.6% | $4,554-55.3% | $4,156-51.0% |
| Participant deferral / active EE | $4,517 | $8,216-45.0% | $7,897-42.8% | $6,407-29.5% |
| Admin fee / account holder | $7,473 | $14,344-47.9% | $13,129-43.1% | $12,270-39.1% |