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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 | $33,163 | $101,950-67.5% | $125,529-73.6% | $86,983-61.9% |
| Participation rate | 91.4% | 70.2%+21.2pp | 74.7%+16.7pp | 69.5%+21.8pp |
| Annual return | 5.39% | 18.29%-12.9pp | 202.56%-197.2pp | 25.83%-20.4pp |
| Employer contribution / active EE | $1,724 | $2,358-26.9% | $3,058-43.6% | $2,584-33.3% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $6,161 | $12,791-51.8% | $16,298-62.2% | $7,856-21.6% |