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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 | $14,703 | $135,956-89.2% | $123,894-88.1% | $273,972-94.6% |
| Participation rate | 78.9% | 84.1%-5.1pp | 81.4%-2.5pp | 83.0%-4.1pp |
| Annual return | 2.14% | 56.63%-54.5pp | 47.52%-45.4pp | 41.46%-39.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,010 | $6,343-21.0% | $5,984-16.3% | $5,287-5.2% |
| Admin fee / account holder | $2,808 | $9,817-71.4% | $8,357-66.4% | $10,133-72.3% |