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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 | $9,019 | $185,312-95.1% | $161,489-94.4% | $154,746-94.2% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.7%+9.5pp | 80.7%+7.5pp |
| Annual return | 8.42% | 103.84%-95.4pp | 89.72%-81.3pp | 172.34%-163.9pp |
| Employer contribution / active EE | $1,040 | $4,769-78.2% | $4,268-75.6% | $4,379-76.2% |
| Participant deferral / active EE | $2,823 | $6,350-55.5% | $5,630-49.9% | $6,730-58.1% |
| Admin fee / account holder | $1,267 | $18,654-93.2% | $16,006-92.1% | $14,365-91.2% |