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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 | $16,487 | $181,898-90.9% | $156,551-89.5% | $273,968-94.0% |
| Participation rate | 94.4% | 88.4%+6.1pp | 84.0%+10.4pp | 83.0%+11.4pp |
| Annual return | -0.66% | 30.74%-31.4pp | 32.23%-32.9pp | 41.45%-42.1pp |
| Employer contribution / active EE | $3,393 | $6,248-45.7% | $5,501-38.3% | $4,869-30.3% |
| Participant deferral / active EE | $2,595 | $5,550-53.2% | $4,871-46.7% | $5,287-50.9% |
| Admin fee / account holder | $554 | $15,560-96.4% | $13,028-95.7% | $10,132-94.5% |