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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 | $11,416 | $49,025-76.7% | $87,502-87.0% | $62,881-81.8% |
| Participation rate | 98.5% | 64.9%+33.6pp | 73.8%+24.6pp | 69.3%+29.2pp |
| Annual return | -9.68% | 10.02%-19.7pp | 12.21%-21.9pp | 20.14%-29.8pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,236 | $4,065-69.6% | $4,221-70.7% | $4,296-71.2% |