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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 | $15,800 | $93,598-83.1% | $135,974-88.4% | $75,173-79.0% |
| Participation rate | 71.8% | 75.2%-3.4pp | 81.9%-10.1pp | 67.2%+4.6pp |
| Annual return | 14.22% | 30.89%-16.7pp | 68.30%-54.1pp | 160.72%-146.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,266 | $6,405-33.4% | $7,760-45.0% | $4,126+3.4% |
| Admin fee / account holder | $5,652 | $6,978-19.0% | $10,767-47.5% | $5,6510% |