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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 | $95,453-79.8% | $112,040-82.8% | $82,448-76.6% |
| Participation rate | 72.9% | 72.8%+0.1pp | 76.5%-3.6pp | 68.1%+4.8pp |
| Annual return | 9.29% | 23.92%-14.6pp | 24.52%-15.2pp | 41.64%-32.4pp |
| Employer contribution / active EE | $2,164 | $2,318-6.6% | $2,954-26.7% | $2,551-15.2% |
| Participant deferral / active EE | $4,065 | $4,224-3.8% | $5,098-20.3% | $4,139-1.8% |
| Admin fee / account holder | $9,568 | $9,013+6.1% | $12,098-20.9% | $7,234+32.3% |