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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 | $14,606 | $165,399-91.2% | $149,745-90.2% | $158,982-90.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 6.24% | 348.34%-342.1pp | 276.72%-270.5pp | 302.99%-296.8pp |
| Employer contribution / active EE | $2,542 | $5,105-50.2% | $4,646-45.3% | $4,763-46.6% |
| Participant deferral / active EE | $3,764 | $7,183-47.6% | $6,843-45.0% | $5,983-37.1% |
| Admin fee / account holder | $9,760 | $10,811-9.7% | $9,312+4.8% | $11,252-13.3% |