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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 | $21,717 | $180,028-87.9% | $138,135-84.3% | $158,966-86.3% |
| Participation rate | 75.0% | 82.2%-7.2pp | 78.7%-3.7pp | 82.0%-7.0pp |
| Annual return | 3.87% | 21.68%-17.8pp | 20.51%-16.6pp | 302.95%-299.1pp |
| Employer contribution / active EE | $3,447 | $7,470-53.9% | $5,587-38.3% | $4,762-27.6% |
| Participant deferral / active EE | $5,111 | $7,717-33.8% | $6,431-20.5% | $5,983-14.6% |
| Admin fee / account holder | $13,656 | $17,912-23.8% | $11,856+15.2% | $11,250+21.4% |