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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 | $7,539 | $124,425-93.9% | $112,040-93.3% | $137,256-94.5% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 3.34% | 24.72%-21.4pp | 24.52%-21.2pp | 220.34%-217.0pp |
| Employer contribution / active EE | $2,265 | $3,411-33.6% | $2,954-23.3% | $4,156-45.5% |
| Participant deferral / active EE | $2,615 | $5,718-54.3% | $5,098-48.7% | $6,407-59.2% |
| Admin fee / account holder | $11,214 | $15,207-26.3% | $12,098-7.3% | $12,270-8.6% |