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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 | $13,888 | $114,712-87.9% | $173,730-92.0% | $87,485-84.1% |
| Participation rate | 80.6% | 73.0%+7.6pp | 79.6%+1.0pp | 68.9%+11.6pp |
| Annual return | 5.67% | 20.18%-14.5pp | 19.96%-14.3pp | 26.06%-20.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,085 | $4,642-12.0% | $6,326-35.4% | $4,274-4.4% |
| Admin fee / account holder | $2,360 | $10,210-76.9% | $17,523-86.5% | $7,775-69.6% |