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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 | $13,924 | $162,967-91.5% | $135,792-89.7% | $138,895-90.0% |
| Participation rate | 82.4% | 78.3%+4.0pp | 72.6%+9.8pp | 79.9%+2.4pp |
| Annual return | 7.00% | 30.08%-23.1pp | 25.96%-19.0pp | 145.39%-138.4pp |
| Employer contribution / active EE | $1,425 | $4,211-66.1% | $3,496-59.2% | $4,194-66.0% |
| Participant deferral / active EE | $2,504 | $5,640-55.6% | $4,759-47.4% | $6,396-60.9% |
| Admin fee / account holder | $1,522 | $15,306-90.1% | $12,266-87.6% | $12,562-87.9% |