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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 | $165,361-91.2% | $149,715-90.2% | $158,950-90.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 6.24% | 348.24%-342.0pp | 276.66%-270.4pp | 302.91%-296.7pp |
| Employer contribution / active EE | $2,542 | $5,103-50.2% | $4,645-45.3% | $4,762-46.6% |
| Participant deferral / active EE | $3,764 | $7,182-47.6% | $6,842-45.0% | $5,983-37.1% |
| Admin fee / account holder | $9,760 | $10,808-9.7% | $9,310+4.8% | $11,248-13.2% |