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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 | $20,499 | $101,798-79.9% | $165,071-87.6% | $80,935-74.7% |
| Participation rate | 93.3% | 71.8%+21.5pp | 78.6%+14.7pp | 67.7%+25.7pp |
| Annual return | 7.32% | 16.73%-9.4pp | 70.17%-62.8pp | 35.66%-28.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,530 | $4,476-21.1% | $6,035-41.5% | $4,299-17.9% |
| Admin fee / account holder | $3,110 | $8,221-62.2% | $12,695-75.5% | $6,924-55.1% |