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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 | $15,580 | $184,014-91.5% | $161,149-90.3% | $138,895-88.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.8%+1.2pp | 79.9%+0.1pp |
| Annual return | 9.65% | 21.52%-11.9pp | 21.16%-11.5pp | 145.39%-135.7pp |
| Employer contribution / active EE | $2,354 | $5,055-53.4% | $4,360-46.0% | $4,194-43.9% |
| Participant deferral / active EE | $2,762 | $6,909-60.0% | $6,153-55.1% | $6,396-56.8% |
| Admin fee / account holder | $16,873 | $18,027-6.4% | $15,194+11.0% | $12,562+34.3% |