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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 | $25,184 | $201,372-87.5% | $184,260-86.3% | $145,884-82.7% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 7.65% | 29.04%-21.4pp | 28.84%-21.2pp | 551.85%-544.2pp |
| Employer contribution / active EE | $1,681 | $7,024-76.1% | $6,427-73.8% | $4,662-63.9% |
| Participant deferral / active EE | $7,116 | $9,808-27.4% | $9,133-22.1% | $6,690+6.4% |
| Admin fee / account holder | $14,143 | $16,362-13.6% | $13,898+1.8% | $13,392+5.6% |