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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 | $10,610 | $103,392-89.7% | $87,104-87.8% | $152,897-93.1% |
| Participation rate | 93.3% | 79.4%+14.0pp | 76.9%+16.5pp | 82.5%+10.9pp |
| Annual return | 6.41% | 28.10%-21.7pp | 28.19%-21.8pp | 345.43%-339.0pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,339 | $4,778-51.0% | $4,048-42.2% | $5,851-60.0% |
| Admin fee / account holder | $1,643 | $12,194-86.5% | $7,491-78.1% | $11,599-85.8% |