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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 | $100,970-91.2% | $96,576-90.8% | $137,256-93.5% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 10.01% | 38.16%-28.2pp | 38.47%-28.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,983 | $3,809-21.7% | $3,553-16.1% | $4,156-28.2% |
| Participant deferral / active EE | $3,618 | $8,286-56.3% | $7,956-54.5% | $6,407-43.5% |
| Admin fee / account holder | $9,635 | $11,312-14.8% | $11,381-15.3% | $12,270-21.5% |