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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 | $13,319 | $117,846-88.7% | $102,434-87.0% | $145,884-90.9% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-7.0pp |
| Annual return | 8.42% | 31.90%-23.5pp | 29.46%-21.0pp | 551.85%-543.4pp |
| Employer contribution / active EE | $3,214 | $3,615-11.1% | $3,023+6.3% | $4,662-31.1% |
| Participant deferral / active EE | $3,540 | $5,733-38.2% | $5,055-30.0% | $6,690-47.1% |
| Admin fee / account holder | $11,223 | $13,356-16.0% | $9,462+18.6% | $13,392-16.2% |