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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 | $15,461 | $165,381-90.7% | $149,730-89.7% | $158,966-90.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 6.18% | 348.29%-342.1pp | 276.70%-270.5pp | 302.95%-296.8pp |
| Employer contribution / active EE | $1,508 | $5,104-70.5% | $4,645-67.5% | $4,762-68.3% |
| Participant deferral / active EE | $3,572 | $7,182-50.3% | $6,843-47.8% | $5,983-40.3% |
| Admin fee / account holder | $3,011 | $10,809-72.1% | $9,310-67.7% | $11,250-73.2% |