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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 | $11,135 | $154,228-92.8% | $145,433-92.3% | $137,256-91.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 9.45% | 74.59%-65.1pp | 66.58%-57.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $2,452 | $4,804-49.0% | $4,554-46.2% | $4,156-41.0% |
| Participant deferral / active EE | $3,411 | $8,216-58.5% | $7,897-56.8% | $6,407-46.8% |
| Admin fee / account holder | $1,585 | $14,344-88.9% | $13,129-87.9% | $12,270-87.1% |