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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 | $143,969-74.4% | $199,883-81.5% | $82,637-55.3% |
| Participation rate | 87.5% | 84.1%+3.4pp | 86.8%+0.7pp | 68.1%+19.4pp |
| Annual return | 12.92% | 25.67%-12.8pp | 43.81%-30.9pp | 53.51%-40.6pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,235 | $6,937-53.4% | $9,138-64.6% | $4,126-21.6% |
| Admin fee / account holder | $4,931 | $14,597-66.2% | $17,268-71.4% | $7,339-32.8% |