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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 | $16,667 | $81,446-79.5% | $103,374-83.9% | $80,874-79.4% |
| Participation rate | 74.3% | 66.9%+7.4pp | 74.5%-0.2pp | 67.6%+6.6pp |
| Annual return | 9.45% | 25.57%-16.1pp | 24.89%-15.4pp | 35.62%-26.2pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,832 | $3,870-26.8% | $5,058-44.0% | $4,297-34.1% |
| Admin fee / account holder | $9,215 | $6,715+37.2% | $8,394+9.8% | $6,935+32.9% |