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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 | $9,008 | $174,379-94.8% | $152,093-94.1% | $138,895-93.5% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 4.72% | 74.86%-70.1pp | 66.36%-61.6pp | 145.39%-140.7pp |
| Employer contribution / active EE | $1,372 | $4,652-70.5% | $4,175-67.1% | $4,194-67.3% |
| Participant deferral / active EE | $2,814 | $6,159-54.3% | $5,451-48.4% | $6,396-56.0% |
| Admin fee / account holder | $24,076 | $16,880+42.6% | $14,497+66.1% | $12,562+91.7% |