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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 | $11,464 | $178,174-93.6% | $156,181-92.7% | $137,256-91.6% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 3.58% | 84.19%-80.6pp | 64.87%-61.3pp | 220.34%-216.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,475 | $6,888-64.1% | $6,132-59.6% | $6,407-61.4% |
| Admin fee / account holder | $4,754 | $17,404-72.7% | $14,586-67.4% | $12,270-61.3% |