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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 | $19,312 | $97,550-80.2% | $120,344-84.0% | $87,485-77.9% |
| Participation rate | 72.9% | 72.8%+0.1pp | 76.7%-3.8pp | 68.9%+3.9pp |
| Annual return | 9.29% | 18.41%-9.1pp | 20.30%-11.0pp | 26.06%-16.8pp |
| Employer contribution / active EE | $2,164 | $2,291-5.5% | $3,020-28.3% | $2,596-16.6% |
| Participant deferral / active EE | $4,065 | $4,230-3.9% | $5,135-20.8% | $4,274-4.9% |
| Admin fee / account holder | $9,568 | $9,543+0.3% | $12,742-24.9% | $7,775+23.1% |