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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 | $23,753 | $138,366-82.8% | $184,185-87.1% | $80,911-70.6% |
| Participation rate | 76.6% | 83.9%-7.3pp | 86.8%-10.2pp | 67.6%+9.0pp |
| Annual return | 10.53% | 20.02%-9.5pp | 28.81%-18.3pp | 35.63%-25.1pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,039 | $7,074-28.8% | $9,132-44.8% | $4,297+17.3% |
| Admin fee / account holder | $2,903 | $10,484-72.3% | $13,909-79.1% | $6,935-58.1% |