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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 | $162,136-93.1% | $152,301-92.7% | $154,746-92.8% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 9.45% | 91.02%-81.6pp | 80.50%-71.1pp | 172.34%-162.9pp |
| Employer contribution / active EE | $2,452 | $4,890-49.9% | $4,624-47.0% | $4,379-44.0% |
| Participant deferral / active EE | $3,411 | $8,341-59.1% | $8,004-57.4% | $6,730-49.3% |
| Admin fee / account holder | $1,585 | $15,759-89.9% | $14,398-89.0% | $14,365-89.0% |