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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 | $115,931-88.0% | $185,441-92.5% | $86,983-84.0% |
| Participation rate | 80.6% | 73.6%+6.9pp | 80.3%+0.3pp | 69.5%+11.0pp |
| Annual return | 5.67% | 21.47%-15.8pp | 20.16%-14.5pp | 25.83%-20.2pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,085 | $4,551-10.2% | $6,152-33.6% | $4,194-2.6% |
| Admin fee / account holder | $2,360 | $10,687-77.9% | $17,890-86.8% | $7,856-70.0% |