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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 | $11,967 | $78,705-84.8% | $117,860-89.8% | $70,124-82.9% |
| Participation rate | 76.9% | 73.2%+3.7pp | 79.7%-2.7pp | 69.5%+7.4pp |
| Annual return | 4.16% | 23.30%-19.1pp | 335.10%-330.9pp | 73.14%-69.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,988 | $3,297-39.7% | $4,482-55.6% | $3,332-40.3% |
| Admin fee / account holder | $2,660 | $5,065-47.5% | $8,021-66.8% | $4,645-42.7% |