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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 | $15,645 | $162,136-90.4% | $152,301-89.7% | $154,746-89.9% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 7.75% | 91.02%-83.3pp | 80.50%-72.8pp | 172.34%-164.6pp |
| Employer contribution / active EE | $1,282 | $4,890-73.8% | $4,624-72.3% | $4,379-70.7% |
| Participant deferral / active EE | $5,037 | $8,341-39.6% | $8,004-37.1% | $6,730-25.2% |
| Admin fee / account holder | $1,427 | $15,759-90.9% | $14,398-90.1% | $14,365-90.1% |