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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 | $5,570 | $83,061-93.3% | $126,068-95.6% | $94,015-94.1% |
| Participation rate | 83.6% | 81.2%+2.4pp | 84.7%-1.1pp | 70.8%+12.8pp |
| Annual return | 5.33% | 20.41%-15.1pp | 15.01%-9.7pp | 17.84%-12.5pp |
| Employer contribution / active EE | $998 | $2,864-65.1% | $3,968-74.8% | $2,790-64.2% |
| Participant deferral / active EE | $0 | $7,042-100.0% | $8,214-100.0% | $4,249-100.0% |
| Admin fee / account holder | $491 | $7,208-93.2% | $18,264-97.3% | $8,951-94.5% |