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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 | $17,298 | $181,896-90.5% | $156,551-89.0% | $273,972-93.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 0.44% | 30.74%-30.3pp | 32.23%-31.8pp | 41.46%-41.0pp |
| Employer contribution / active EE | $1,325 | $6,248-78.8% | $5,501-75.9% | $4,869-72.8% |
| Participant deferral / active EE | $3,341 | $5,550-39.8% | $4,871-31.4% | $5,287-36.8% |
| Admin fee / account holder | $6,524 | $15,560-58.1% | $13,028-49.9% | $10,133-35.6% |