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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 | $14,278 | $201,344-92.9% | $184,243-92.3% | $145,877-90.2% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 8.29% | 29.01%-20.7pp | 28.82%-20.5pp | 551.28%-543.0pp |
| Employer contribution / active EE | $3,069 | $7,022-56.3% | $6,427-52.2% | $4,663-34.2% |
| Participant deferral / active EE | $4,049 | $9,807-58.7% | $9,132-55.7% | $6,691-39.5% |
| Admin fee / account holder | $22,608 | $16,382+38.0% | $13,914+62.5% | $13,402+68.7% |