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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 | $8,866 | $107,666-91.8% | $102,184-91.3% | $154,746-94.3% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 10.01% | 29.33%-19.3pp | 31.58%-21.6pp | 172.34%-162.3pp |
| Employer contribution / active EE | $2,983 | $3,846-22.5% | $3,594-17.0% | $4,379-31.9% |
| Participant deferral / active EE | $3,618 | $8,719-58.5% | $8,309-56.5% | $6,730-46.3% |
| Admin fee / account holder | $9,635 | $12,943-25.6% | $11,609-17.0% | $14,365-32.9% |