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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 | $6,877 | $78,707-91.3% | $117,861-94.2% | $70,126-90.2% |
| Participation rate | 84.8% | 73.2%+11.6pp | 79.7%+5.1pp | 69.5%+15.2pp |
| Annual return | 5.97% | 23.30%-17.3pp | 335.11%-329.1pp | 73.15%-67.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,886 | $3,297-12.5% | $4,482-35.6% | $3,332-13.4% |
| Admin fee / account holder | $351 | $5,066-93.1% | $8,021-95.6% | $4,645-92.5% |