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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 | $8,066 | $156,398-94.8% | $147,318-94.5% | $138,895-94.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 11.07% | 78.75%-67.7pp | 70.43%-59.4pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,289 | $4,853-73.4% | $4,593-71.9% | $4,194-69.3% |
| Participant deferral / active EE | $2,817 | $8,237-65.8% | $7,906-64.4% | $6,396-56.0% |
| Admin fee / account holder | $8,303 | $14,976-44.6% | $13,708-39.4% | $12,562-33.9% |