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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 | $19,933 | $180,028-88.9% | $138,135-85.6% | $158,982-87.5% |
| Participation rate | 85.7% | 82.2%+3.5pp | 78.7%+7.0pp | 82.0%+3.7pp |
| Annual return | 4.05% | 21.68%-17.6pp | 20.51%-16.5pp | 302.99%-298.9pp |
| Employer contribution / active EE | $1,375 | $7,470-81.6% | $5,587-75.4% | $4,763-71.1% |
| Participant deferral / active EE | $4,722 | $7,717-38.8% | $6,431-26.6% | $5,983-21.1% |
| Admin fee / account holder | $756 | $17,912-95.8% | $11,856-93.6% | $11,252-93.3% |