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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 | $16,604 | $135,956-87.8% | $123,894-86.6% | $273,972-93.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 3.49% | 56.63%-53.1pp | 47.52%-44.0pp | 41.46%-38.0pp |
| Employer contribution / active EE | $3,274 | $5,170-36.7% | $4,617-29.1% | $4,869-32.8% |
| Participant deferral / active EE | $3,693 | $6,343-41.8% | $5,984-38.3% | $5,287-30.2% |
| Admin fee / account holder | $3,460 | $9,817-64.8% | $8,357-58.6% | $10,133-65.9% |