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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 | $13,043 | $213,785-93.9% | $185,441-93.0% | $155,188-91.6% |
| Participation rate | 85.7% | 83.2%+2.5pp | 80.3%+5.5pp | 80.8%+4.9pp |
| Annual return | 3.83% | 19.97%-16.1pp | 20.16%-16.3pp | 148.84%-145.0pp |
| Employer contribution / active EE | $2,208 | $5,393-59.1% | $4,672-52.7% | $4,248-48.0% |
| Participant deferral / active EE | $2,598 | $6,864-62.2% | $6,152-57.8% | $6,531-60.2% |
| Admin fee / account holder | $4,226 | $21,134-80.0% | $17,890-76.4% | $14,480-70.8% |