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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 | $19,291 | $60,349-68.0% | $74,184-74.0% | $62,881-69.3% |
| Participation rate | 76.5% | 72.7%+3.7pp | 76.6%-0.1pp | 69.3%+7.2pp |
| Annual return | 3.39% | 21.38%-18.0pp | 17.74%-14.4pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,940 | $2,856-32.1% | $3,550-45.3% | $3,203-39.4% |
| Admin fee / account holder | $6,678 | $4,261+56.7% | $5,586+19.6% | $4,296+55.5% |