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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 | $181,062-95.0% | $158,223-94.3% | $155,188-94.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 4.72% | 57.39%-52.7pp | 52.09%-47.4pp | 148.84%-144.1pp |
| Employer contribution / active EE | $1,372 | $4,565-69.9% | $4,109-66.6% | $4,248-67.7% |
| Participant deferral / active EE | $2,814 | $6,134-54.1% | $5,467-48.5% | $6,531-56.9% |
| Admin fee / account holder | $24,076 | $18,825+27.9% | $16,047+50.0% | $14,480+66.3% |