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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 | $20,592 | $157,296-86.9% | $141,191-85.4% | $152,897-86.5% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 12.82% | 64.34%-51.5pp | 71.41%-58.6pp | 345.43%-332.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,013 | $7,111-43.6% | $6,710-40.2% | $5,851-31.4% |
| Admin fee / account holder | $1,936 | $12,125-84.0% | $10,264-81.1% | $11,599-83.3% |