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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 | $154,228-93.7% | $145,433-93.3% | $137,256-92.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 11.18% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,549 | $4,804-67.8% | $4,554-66.0% | $4,156-62.7% |
| Participant deferral / active EE | $3,506 | $8,216-57.3% | $7,897-55.6% | $6,407-45.3% |
| Admin fee / account holder | $5,875 | $14,344-59.0% | $13,129-55.3% | $12,270-52.1% |