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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 | $184,014-93.8% | $161,149-92.9% | $138,895-91.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.8%-7.4pp | 79.9%-8.5pp |
| Annual return | 3.58% | 21.52%-17.9pp | 21.16%-17.6pp | 145.39%-141.8pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,475 | $6,909-64.2% | $6,153-59.8% | $6,396-61.3% |
| Admin fee / account holder | $4,754 | $18,027-73.6% | $15,194-68.7% | $12,562-62.2% |