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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 | $6,733 | $78,015-91.4% | $178,505-96.2% | $80,959-91.7% |
| Participation rate | 73.1% | 65.7%+7.4pp | 77.1%-4.0pp | 67.7%+5.4pp |
| Annual return | 7.59% | 18.10%-10.5pp | 27.16%-19.6pp | 35.67%-28.1pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,792 | $4,406-59.3% | $6,280-71.5% | $4,300-58.3% |
| Admin fee / account holder | $1,187 | $7,160-83.4% | $10,428-88.6% | $6,925-82.9% |