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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 | $16,465 | $117,895-86.0% | $102,460-83.9% | $145,897-88.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 7.62% | 31.92%-24.3pp | 29.47%-21.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,052 | $5,736-64.2% | $5,056-59.4% | $6,689-69.3% |
| Admin fee / account holder | $387 | $13,353-97.1% | $9,460-95.9% | $13,390-97.1% |