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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 | $11,511 | $154,228-92.5% | $145,433-92.1% | $137,256-91.6% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 5.41% | 74.59%-69.2pp | 66.58%-61.2pp | 220.34%-214.9pp |
| Employer contribution / active EE | $1,644 | $4,804-65.8% | $4,554-63.9% | $4,156-60.4% |
| Participant deferral / active EE | $3,707 | $8,216-54.9% | $7,897-53.1% | $6,407-42.1% |
| Admin fee / account holder | $24,236 | $14,344+69.0% | $13,129+84.6% | $12,270+97.5% |