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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 | $13,833 | $102,828-86.5% | $105,387-86.9% | $152,885-91.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 9.63% | 20.85%-11.2pp | 26.82%-17.2pp | 345.39%-335.8pp |
| Employer contribution / active EE | $1,328 | $4,473-70.3% | $4,213-68.5% | $4,763-72.1% |
| Participant deferral / active EE | $5,036 | $5,465-7.8% | $5,502-8.5% | $5,851-13.9% |
| Admin fee / account holder | $1,804 | $8,683-79.2% | $6,559-72.5% | $11,598-84.4% |