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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 | $31,533 | $105,284-70.0% | $150,734-79.1% | $94,015-66.5% |
| Participation rate | 96.4% | 71.7%+24.7pp | 78.4%+18.0pp | 70.8%+25.6pp |
| Annual return | 8.92% | 15.67%-6.8pp | 600.81%-591.9pp | 17.84%-8.9pp |
| Employer contribution / active EE | $3,143 | $3,599-12.7% | $4,918-36.1% | $2,790+12.6% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,181 | $9,839-67.7% | $14,905-78.7% | $8,951-64.5% |