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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 | $24,826 | $196,972-87.4% | $182,262-86.4% | $198,609-87.5% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 4.41% | 158.27%-153.9pp | 140.60%-136.2pp | 202.70%-198.3pp |
| Employer contribution / active EE | $2,486 | $5,364-53.6% | $5,046-50.7% | $5,055-50.8% |
| Participant deferral / active EE | $7,714 | $8,643-10.7% | $8,276-6.8% | $6,977+10.6% |
| Admin fee / account holder | $2,626 | $18,429-85.8% | $16,712-84.3% | $19,030-86.2% |