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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 | $20,988 | $100,003-79.0% | $146,685-85.7% | $85,856-75.6% |
| Participation rate | 84.0% | 73.1%+10.9pp | 80.1%+3.9pp | 69.3%+14.7pp |
| Annual return | 7.77% | 18.93%-11.2pp | 22.75%-15.0pp | 318.58%-310.8pp |
| Employer contribution / active EE | $1,331 | $2,559-48.0% | $4,137-67.8% | $2,565-48.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,507-100.0% | $3,952-100.0% |
| Admin fee / account holder | $13,793 | $7,704+79.0% | $10,281+34.2% | $6,261+120.3% |