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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 | $19,090 | $199,109-90.4% | $173,730-89.0% | $154,746-87.7% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.6%+11.3pp | 80.7%+10.2pp |
| Annual return | 8.56% | 20.02%-11.5pp | 19.96%-11.4pp | 172.34%-163.8pp |
| Employer contribution / active EE | $2,316 | $5,311-56.4% | $4,577-49.4% | $4,379-47.1% |
| Participant deferral / active EE | $3,859 | $7,113-45.7% | $6,326-39.0% | $6,730-42.7% |
| Admin fee / account holder | $22,418 | $20,916+7.2% | $17,523+27.9% | $14,365+56.1% |