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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 | $10,670 | $185,312-94.2% | $161,489-93.4% | $154,746-93.1% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 5.58% | 103.84%-98.3pp | 89.72%-84.1pp | 172.34%-166.8pp |
| Employer contribution / active EE | $1,879 | $4,769-60.6% | $4,268-56.0% | $4,379-57.1% |
| Participant deferral / active EE | $4,751 | $6,350-25.2% | $5,630-15.6% | $6,730-29.4% |
| Admin fee / account holder | $10,938 | $18,654-41.4% | $16,006-31.7% | $14,365-23.9% |