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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 | $19,389 | $202,342-90.4% | $172,753-88.8% | $152,909-87.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 4.96% | 1029.88%-1024.9pp | 803.00%-798.0pp | 345.46%-340.5pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,186 | $5,948-63.2% | $5,198-57.9% | $5,851-62.6% |
| Admin fee / account holder | $2,822 | $17,112-83.5% | $13,956-79.8% | $11,601-75.7% |