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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 | $201,370-90.8% | $184,256-90.0% | $145,897-87.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 9.49% | 29.05%-19.6pp | 28.85%-19.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,278 | $7,024-67.6% | $6,427-64.6% | $4,663-51.1% |
| Participant deferral / active EE | $4,008 | $9,808-59.1% | $9,133-56.1% | $6,689-40.1% |
| Admin fee / account holder | $13,506 | $16,364-17.5% | $13,899-2.8% | $13,390+0.9% |