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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 | $11,688 | $136,860-91.5% | $120,344-90.3% | $154,746-92.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 3.92% | 21.38%-17.5pp | 20.30%-16.4pp | 172.34%-168.4pp |
| Employer contribution / active EE | $2,687 | $3,533-23.9% | $3,020-11.0% | $4,379-38.6% |
| Participant deferral / active EE | $4,661 | $5,793-19.6% | $5,135-9.2% | $6,730-30.8% |
| Admin fee / account holder | $14,839 | $15,393-3.6% | $12,742+16.5% | $14,365+3.3% |