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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 | $12,316 | $71,197-82.7% | $93,669-86.9% | $80,925-84.8% |
| Participation rate | 90.6% | 60.4%+30.2pp | 68.7%+21.9pp | 67.7%+23.0pp |
| Annual return | 4.65% | 11.27%-6.6pp | 133.59%-128.9pp | 35.65%-31.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,804 | $4,036-55.3% | $4,416-59.1% | $4,299-58.0% |
| Admin fee / account holder | $8,092 | $6,959+16.3% | $8,291-2.4% | $6,940+16.6% |