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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 | $156,398-93.3% | $147,318-92.9% | $138,895-92.4% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.8pp | 79.9%+12.9pp |
| Annual return | 11.35% | 78.75%-67.4pp | 70.43%-59.1pp | 145.39%-134.0pp |
| Employer contribution / active EE | $2,036 | $4,853-58.1% | $4,593-55.7% | $4,194-51.5% |
| Participant deferral / active EE | $4,517 | $8,237-45.2% | $7,906-42.9% | $6,396-29.4% |
| Admin fee / account holder | $7,473 | $14,976-50.1% | $13,708-45.5% | $12,562-40.5% |