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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 | $16,979 | $165,939-89.8% | $122,354-86.1% | $147,586-88.5% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 4.74% | 34.56%-29.8pp | 30.28%-25.5pp | 578.59%-573.8pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,134 | $4,005-21.8% | $3,287-4.7% | $5,439-42.4% |
| Admin fee / account holder | $1,078 | $7,425-85.5% | $5,479-80.3% | $10,886-90.1% |