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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 | $17,036 | $81,504-79.1% | $102,437-83.4% | $80,959-79.0% |
| Participation rate | 83.3% | 66.9%+16.5pp | 74.5%+8.8pp | 67.7%+15.7pp |
| Annual return | 7.49% | 25.60%-18.1pp | 24.95%-17.5pp | 35.67%-28.2pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,727 | $3,871-55.4% | $5,060-65.9% | $4,300-59.8% |
| Admin fee / account holder | $6,391 | $6,719-4.9% | $8,388-23.8% | $6,925-7.7% |