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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 | $22,914 | $239,571-90.4% | $183,328-87.5% | $137,256-83.3% |
| Participation rate | 83.3% | 82.4%+0.9pp | 77.3%+6.0pp | 80.0%+3.4pp |
| Annual return | 9.25% | 35.69%-26.4pp | 29.67%-20.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $3,162 | $6,148-48.6% | $5,055-37.4% | $4,156-23.9% |
| Participant deferral / active EE | $3,916 | $7,995-51.0% | $6,795-42.4% | $6,407-38.9% |
| Admin fee / account holder | $27,675 | $30,059-7.9% | $21,427+29.2% | $12,270+125.5% |