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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 | $8,092 | $148,582-94.6% | $135,942-94.0% | $139,456-94.2% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 9.02% | 79.26%-70.2pp | 68.28%-59.3pp | 373.45%-364.4pp |
| Employer contribution / active EE | $1,340 | $5,245-74.5% | $4,858-72.4% | $4,753-71.8% |
| Participant deferral / active EE | $5,889 | $8,101-27.3% | $7,759-24.1% | $6,711-12.3% |
| Admin fee / account holder | $315 | $12,402-97.5% | $10,764-97.1% | $11,407-97.2% |