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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 | $14,078 | $87,059-83.8% | $105,608-86.7% | $80,925-82.6% |
| Participation rate | 76.9% | 70.4%+6.5pp | 75.3%+1.6pp | 67.7%+9.3pp |
| Annual return | 6.83% | 17.05%-10.2pp | 116.50%-109.7pp | 35.65%-28.8pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,733 | $3,986-31.4% | $5,010-45.4% | $4,299-36.4% |
| Admin fee / account holder | $605 | $8,443-92.8% | $11,028-94.5% | $6,940-91.3% |