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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 | $3,920 | $136,860-97.1% | $120,344-96.7% | $154,746-97.5% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 6.24% | 21.38%-15.1pp | 20.30%-14.1pp | 172.34%-166.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,618 | $5,793+169.6% | $5,135+204.2% | $6,730+132.1% |
| Admin fee / account holder | $102,183 | $15,393+563.8% | $12,742+702.0% | $14,365+611.3% |