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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 | $13,194 | $162,136-91.9% | $152,301-91.3% | $154,746-91.5% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 10.80% | 91.02%-80.2pp | 80.50%-69.7pp | 172.34%-161.5pp |
| Employer contribution / active EE | $1,375 | $4,890-71.9% | $4,624-70.3% | $4,379-68.6% |
| Participant deferral / active EE | $3,988 | $8,341-52.2% | $8,004-50.2% | $6,730-40.7% |
| Admin fee / account holder | $1,202 | $15,759-92.4% | $14,398-91.7% | $14,365-91.6% |