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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 | $5,306 | $156,398-96.6% | $147,318-96.4% | $138,895-96.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 7.14% | 78.75%-71.6pp | 70.43%-63.3pp | 145.39%-138.3pp |
| Employer contribution / active EE | $2,285 | $4,853-52.9% | $4,593-50.2% | $4,194-45.5% |
| Participant deferral / active EE | $2,648 | $8,237-67.9% | $7,906-66.5% | $6,396-58.6% |
| Admin fee / account holder | $4,444 | $14,976-70.3% | $13,708-67.6% | $12,562-64.6% |