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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 | $13,522 | $117,444-88.5% | $99,479-86.4% | $152,909-91.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 0.78% | 31.87%-31.1pp | 30.72%-29.9pp | 345.46%-344.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,408 | $4,086-65.6% | $3,619-61.1% | $5,851-75.9% |
| Admin fee / account holder | $6,876 | $7,635-9.9% | $6,253+10.0% | $11,601-40.7% |