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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 | $14,634 | $117,846-87.6% | $102,434-85.7% | $145,884-90.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.73% | 31.90%-24.2pp | 29.46%-21.7pp | 551.85%-544.1pp |
| Employer contribution / active EE | $5,177 | $3,615+43.2% | $3,023+71.2% | $4,662+11.0% |
| Participant deferral / active EE | $7,455 | $5,733+30.0% | $5,055+47.5% | $6,690+11.4% |
| Admin fee / account holder | $611 | $13,356-95.4% | $9,462-93.5% | $13,392-95.4% |