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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 | $36,918 | $145,431-74.6% | $211,142-82.5% | $87,485-57.8% |
| Participation rate | 87.5% | 84.7%+2.8pp | 87.3%+0.2pp | 68.9%+18.6pp |
| Annual return | 12.92% | 27.21%-14.3pp | 46.84%-33.9pp | 26.06%-13.1pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,235 | $6,859-52.8% | $9,284-65.2% | $4,274-24.3% |
| Admin fee / account holder | $4,931 | $17,052-71.1% | $19,076-74.2% | $7,775-36.6% |