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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 | $28,136 | $223,823-87.4% | $211,142-86.7% | $154,746-81.8% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 8.92% | 50.39%-41.5pp | 46.84%-37.9pp | 172.34%-163.4pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,270 | $9,750-66.5% | $9,284-64.8% | $6,730-51.4% |
| Admin fee / account holder | $15,932 | $19,707-19.2% | $19,076-16.5% | $14,365+10.9% |