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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 | $16,538 | $162,136-89.8% | $152,301-89.1% | $154,746-89.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 3.59% | 91.02%-87.4pp | 80.50%-76.9pp | 172.34%-168.7pp |
| Employer contribution / active EE | $2,779 | $4,890-43.2% | $4,624-39.9% | $4,379-36.5% |
| Participant deferral / active EE | $2,676 | $8,341-67.9% | $8,004-66.6% | $6,730-60.2% |
| Admin fee / account holder | $13,612 | $15,759-13.6% | $14,398-5.5% | $14,365-5.2% |