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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 | $13,578 | $183,516-92.6% | $155,534-91.3% | $145,884-90.7% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 8.53% | 61.43%-52.9pp | 64.92%-56.4pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,510 | $5,315-71.6% | $4,675-67.7% | $4,662-67.6% |
| Participant deferral / active EE | $2,720 | $6,467-57.9% | $5,630-51.7% | $6,690-59.3% |
| Admin fee / account holder | $601 | $19,293-96.9% | $15,900-96.2% | $13,392-95.5% |