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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 | $14,836 | $155,555-90.5% | $146,866-89.9% | $155,188-90.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 10.27% | 115.41%-105.1pp | 102.85%-92.6pp | 148.84%-138.6pp |
| Employer contribution / active EE | $1,403 | $4,647-69.8% | $4,425-68.3% | $4,248-67.0% |
| Participant deferral / active EE | $2,675 | $8,044-66.7% | $7,759-65.5% | $6,531-59.0% |
| Admin fee / account holder | $1,681 | $14,755-88.6% | $13,620-87.7% | $14,480-88.4% |