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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 | $18,462 | $201,344-90.8% | $184,243-90.0% | $145,877-87.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 9.49% | 29.01%-19.5pp | 28.82%-19.3pp | 551.28%-541.8pp |
| Employer contribution / active EE | $2,278 | $7,022-67.6% | $6,427-64.6% | $4,663-51.1% |
| Participant deferral / active EE | $4,008 | $9,807-59.1% | $9,132-56.1% | $6,691-40.1% |
| Admin fee / account holder | $13,506 | $16,382-17.6% | $13,914-2.9% | $13,402+0.8% |