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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 | $17,932 | $78,670-77.2% | $109,173-83.6% | $85,847-79.1% |
| Participation rate | 90.5% | 68.3%+22.3pp | 75.9%+14.7pp | 69.3%+21.2pp |
| Annual return | 10.72% | 25.09%-14.4pp | 25.75%-15.0pp | 318.61%-307.9pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,939 | $3,467-44.1% | $4,654-58.3% | $3,952-50.9% |
| Admin fee / account holder | $2,733 | $5,469-50.0% | $6,755-59.5% | $6,261-56.3% |