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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 | $15,636 | $208,088-92.5% | $186,193-91.6% | $154,746-89.9% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 4.63% | 89.97%-85.3pp | 78.03%-73.4pp | 172.34%-167.7pp |
| Employer contribution / active EE | $3,000 | $4,340-30.9% | $3,918-23.4% | $4,379-31.5% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,728 | $11,698-85.2% | $11,058-84.4% | $14,365-88.0% |