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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 | $12,639 | $154,228-91.8% | $145,433-91.3% | $137,256-90.8% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 11.24% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,435 | $4,804-70.1% | $4,554-68.5% | $4,156-65.5% |
| Participant deferral / active EE | $2,446 | $8,216-70.2% | $7,897-69.0% | $6,407-61.8% |
| Admin fee / account holder | $1,177 | $14,344-91.8% | $13,129-91.0% | $12,270-90.4% |