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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 | $4,858 | $174,379-97.2% | $152,093-96.8% | $138,895-96.5% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 11.00% | 74.86%-63.9pp | 66.36%-55.4pp | 145.39%-134.4pp |
| Employer contribution / active EE | $1,871 | $4,652-59.8% | $4,175-55.2% | $4,194-55.4% |
| Participant deferral / active EE | $2,742 | $6,159-55.5% | $5,451-49.7% | $6,396-57.1% |
| Admin fee / account holder | $10,811 | $16,880-36.0% | $14,497-25.4% | $12,562-13.9% |