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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 | $18,934 | $94,031-79.9% | $115,768-83.6% | $82,448-77.0% |
| Participation rate | 79.6% | 70.4%+9.2pp | 74.4%+5.2pp | 68.1%+11.5pp |
| Annual return | 10.20% | 20.61%-10.4pp | 100.46%-90.3pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,774 | $3,972+20.2% | $4,917-2.9% | $4,139+15.3% |
| Admin fee / account holder | $8,387 | $10,249-18.2% | $12,439-32.6% | $7,234+15.9% |