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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 | $8,597 | $154,228-94.4% | $145,433-94.1% | $137,256-93.7% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 7.98% | 74.59%-66.6pp | 66.58%-58.6pp | 220.34%-212.4pp |
| Employer contribution / active EE | $1,186 | $4,804-75.3% | $4,554-74.0% | $4,156-71.5% |
| Participant deferral / active EE | $2,540 | $8,216-69.1% | $7,897-67.8% | $6,407-60.4% |
| Admin fee / account holder | $2,316 | $14,344-83.9% | $13,129-82.4% | $12,270-81.1% |