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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 | $36,875 | $138,385-73.4% | $184,200-80.0% | $80,874-54.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.6%+12.4pp |
| Annual return | 8.47% | 20.02%-11.6pp | 28.80%-20.3pp | 35.62%-27.2pp |
| Employer contribution / active EE | $2,207 | $4,849-54.5% | $6,424-65.6% | $2,756-19.9% |
| Participant deferral / active EE | $4,581 | $7,073-35.2% | $9,132-49.8% | $4,297+6.6% |
| Admin fee / account holder | $15,266 | $10,483+45.6% | $13,907+9.8% | $6,935+120.1% |