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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 | $23,473 | $181,896-87.1% | $156,551-85.0% | $273,972-91.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 2.60% | 30.74%-28.1pp | 32.23%-29.6pp | 41.46%-38.9pp |
| Employer contribution / active EE | $2,024 | $6,248-67.6% | $5,501-63.2% | $4,869-58.4% |
| Participant deferral / active EE | $8,314 | $5,550+49.8% | $4,871+70.7% | $5,287+57.2% |
| Admin fee / account holder | $14,014 | $15,560-9.9% | $13,028+7.6% | $10,133+38.3% |