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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 | $5,399 | $69,977-92.3% | $108,582-95.0% | $62,881-91.4% |
| Participation rate | 83.0% | 72.9%+10.1pp | 79.6%+3.4pp | 69.3%+13.7pp |
| Annual return | 1.43% | 10.73%-9.3pp | -51.70%+53.1pp | 20.14%-18.7pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,375 | $3,165-24.9% | $4,311-44.9% | $3,203-25.8% |
| Admin fee / account holder | $803 | $5,076-84.2% | $7,645-89.5% | $4,296-81.3% |