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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 | $29,621 | $251,004-88.2% | $191,597-84.5% | $138,895-78.7% |
| Participation rate | 87.5% | 82.4%+5.1pp | 76.9%+10.6pp | 79.9%+7.6pp |
| Annual return | 8.38% | 31.05%-22.7pp | 27.07%-18.7pp | 145.39%-137.0pp |
| Employer contribution / active EE | $2,046 | $6,226-67.1% | $5,025-59.3% | $4,194-51.2% |
| Participant deferral / active EE | $6,452 | $8,154-20.9% | $6,850-5.8% | $6,396+0.9% |
| Admin fee / account holder | $61,500 | $31,471+95.4% | $22,799+169.7% | $12,562+389.6% |