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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 | $15,754 | $80,983-80.5% | $96,544-83.7% | $75,177-79.0% |
| Participation rate | 88.9% | 71.8%+17.1pp | 76.0%+12.9pp | 67.2%+21.7pp |
| Annual return | 8.14% | 27.05%-18.9pp | 25.88%-17.7pp | 160.75%-152.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,823 | $3,929-2.7% | $4,851-21.2% | $4,126-7.4% |
| Admin fee / account holder | $724 | $6,717-89.2% | $8,254-91.2% | $5,651-87.2% |