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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 | $10,481 | $125,237-91.6% | $105,608-90.1% | $145,877-92.8% |
| Participation rate | 76.2% | 77.7%-1.5pp | 75.3%+0.9pp | 80.3%-4.1pp |
| Annual return | 5.78% | 225.76%-220.0pp | 116.50%-110.7pp | 551.28%-545.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,837 | $5,711-67.8% | $5,010-63.3% | $6,691-72.5% |
| Admin fee / account holder | $1,152 | $17,287-93.3% | $11,028-89.5% | $13,402-91.4% |