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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 | $138,393-73.4% | $184,256-80.0% | $80,959-54.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.7%+12.3pp |
| Annual return | 8.47% | 20.01%-11.5pp | 28.85%-20.4pp | 35.67%-27.2pp |
| Employer contribution / active EE | $2,207 | $4,847-54.5% | $6,427-65.7% | $2,757-19.9% |
| Participant deferral / active EE | $4,581 | $7,076-35.3% | $9,133-49.8% | $4,300+6.5% |
| Admin fee / account holder | $15,266 | $10,489+45.5% | $13,899+9.8% | $6,925+120.4% |