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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 | $9,678 | $156,398-93.8% | $147,318-93.4% | $138,895-93.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 11.18% | 78.75%-67.6pp | 70.43%-59.3pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,549 | $4,853-68.1% | $4,593-66.3% | $4,194-63.1% |
| Participant deferral / active EE | $3,506 | $8,237-57.4% | $7,906-55.7% | $6,396-45.2% |
| Admin fee / account holder | $5,875 | $14,976-60.8% | $13,708-57.1% | $12,562-53.2% |