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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 | $11,121 | $97,289-88.6% | $92,805-88.0% | $155,188-92.8% |
| Participation rate | 80.0% | 84.2%-4.2pp | 83.5%-3.5pp | 80.8%-0.8pp |
| Annual return | 6.28% | 29.03%-22.8pp | 31.59%-25.3pp | 148.84%-142.6pp |
| Employer contribution / active EE | $1,852 | $3,632-49.0% | $3,424-45.9% | $4,248-56.4% |
| Participant deferral / active EE | $3,567 | $8,795-59.4% | $8,448-57.8% | $6,531-45.4% |
| Admin fee / account holder | $6,219 | $12,015-48.2% | $10,911-43.0% | $14,480-57.1% |