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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 | $14,877 | $209,336-92.9% | $197,124-92.5% | $137,256-89.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.41% | 48.09%-40.7pp | 44.34%-36.9pp | 220.34%-212.9pp |
| Employer contribution / active EE | $3,655 | $6,591-44.5% | $6,227-41.3% | $4,156-12.1% |
| Participant deferral / active EE | $11,828 | $9,614+23.0% | $9,135+29.5% | $6,407+84.6% |
| Admin fee / account holder | $23,707 | $17,308+37.0% | $16,298+45.5% | $12,270+93.2% |