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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 | $81,476-79.1% | $102,383-83.4% | $80,925-78.9% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.7%+15.7pp |
| Annual return | 7.49% | 25.59%-18.1pp | 24.94%-17.4pp | 35.65%-28.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,727 | $3,871-55.4% | $5,060-65.9% | $4,299-59.8% |
| Admin fee / account holder | $6,391 | $6,717-4.9% | $8,391-23.8% | $6,940-7.9% |