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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 | $10,335 | $73,955-86.0% | $96,520-89.3% | $75,181-86.3% |
| Participation rate | 92.9% | 66.4%+26.4pp | 74.3%+18.5pp | 67.2%+25.7pp |
| Annual return | 11.88% | 26.72%-14.8pp | 35.72%-23.8pp | 160.69%-148.8pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,770 | $3,659-51.6% | $4,879-63.7% | $4,126-57.1% |
| Admin fee / account holder | $2,881 | $5,217-44.8% | $6,733-57.2% | $5,650-49.0% |